James Hay

We're proud our sister platform Nucleus Wrap is a finalist in the best platform category at the #moneymarketingawards2022

As part of #PrideMonth, James Hay will be attending and supporting the following Pride marches: Edinburgh & Glasgow Pride - Sat 25 June Salisbury Pride - Sat 2 July Click the link below to find your local Pride events. Happy Pride! pride-events.co.uk

Pension death benefit claim quandary, read about @neilJHP's latest conundrum in his article for Professional Adviser: okt.to/sr6Tm2

How do pensions fit into the retirement landscape? @NeilJHP discussed with @_moneymarketing at their recent Retirement Summit: okt.to/iXsoGS

We’re proud sponsors of #salisburyprideuk, taking place 2 July. Book your ticket here for a fun-filled day: okt.to/7NOT9A

Are you aware of the factors that affect the LTA headroom? @NeilJHP discusses them in his recent article for @MoneyMarketing. okt.to/0e1aqg

In his latest #TechTalk, pensions specialist John Dunn takes another look at GMP equalisation, following further guidance published by HMRC on 6 April 2022. Advisers/Paraplanners: read it here okt.to/qWK7ib

Learn how to identify the lifetime allowance headroom an individual has available at a BCE in John Dunn’s latest #TechTalk. Advisers/Paraplanners: read it here okt.to/7qVw4J

Learn how to identify the lifetime allowance headroom an individual has available at a BCE in John Dunn’s latest #TechTalk. Advisers/Paraplanners: read it here okt.to/JifhmW

To crystallise or not to crystallise, that is the question. In @neilJHP's recent article in Money Marketing, he discusses this and taking the hit on the lifetime allowance charge. okt.to/dokmb7

With recent headlines on the tax status of Chancellor Rishi Sunak’s wife, @neilJHP reminds us of the tax privileges being non-domiciled afford. okt.to/UcWGMw

Did you miss our recent Tech Insights Live webinar series, designed to help you through tax year end? Not to worry, you can catch them all on-demand here: okt.to/ohxU3m

There were three key announcements in Rishi Sunak’s Spring Statement last week. Read Neil MacGillivray’s thoughts on them and what you need to know in his latest Tech Talk:

Today @HpsPartners join @EpirisLLP become a shareholder of our parent company the Nucleus Financial Platforms Group. This won't see any changes to our strategy or business model. It’s a great endorsement of our plans – full story here okt.to/XxiHQv

When did good tax planning become a loophole? Find out in @neilJHP's article for Professional Adviser: okt.to/7qWfjM

Don’t forget to register for the last in our TYE focused webinar series, taking place tomorrow. Neil MacGillivray will discuss increases in corporation tax and the introduction of the Health and Social Care Levy. okt.to/AGlfSq

In our last TYE focused webinar, @neilJHP will be delving into how money is to be raised to fund the plans outlined in the ‘build back better’ policy paper and why it’s important now. Register today: okt.to/JvoP8f

Don’t forget the next #TechInsightsLive webinar is taking place this Thursday. Secure your spot to hear from John Dunn on the challenges of tapered AA and efficient pension planning. okt.to/s3klGv

The next #TechInsightsLive webinar takes place on 17 March. In this session John Dunn will discuss the challenges of tapered AA and efficient pension planning. Register here: okt.to/D0Fs8Z

Our Customer Service Centre is now open from 8:30am to 5:30pm weekdays. We’ll be extending our opening hours even further between 14 March to 14 April from 8:00am to 6:00pm weekdays to provide additional tax year end support. Contact us here: okt.to/HPFZGz