Budget 2015 shone a light on a RA tax loop hole

Some aspects of the 2015 Budget put fear into some hearts. One point in particular remains in flux and we wait to see which way legislation will go. In 2008, the maximum age at which you could contribute to a retirement annuity was removed; and at the same time retirement fund benefits were excluded from the dutiable estate. Listen to an insightful podcast wherein this issue is discussed extensively.