16
Apr
Beware of the compensation
Pension savers or retirees who were close to the lifetime allowance (LTA) at retirement or before could be pushed over due to certain pension compensation payments. ...
02
Apr
Strange times
We’re all currently living in very strange times. World stock markets have all suffered big falls and many of us are rightly concerned by this. But ...
19
Mar
Defined benefit pension transfers
Lots of people are considering transferring their defined benefit pensions on the back of just thinking that a higher transfer value means it’s a ‘no brainer’ but it is not that simple...
13
Mar
05
Mar
End of the tax year
The end of the tax year is fast approaching and with it is the last chance to ensure that you have maximised any tax exemptions and allowance opportunities that are available each year. Several of these are ‘use it or lose it’....
20
Feb
Property ladder
If you are a parent like me you might be concerned about your children’s prospects of making it onto the property ladder. So what can they, or you, do to make the goal of property ownership more attainable?...
07
Feb
Estate planning – the basics
Whether you’re starting to think about your wealth and inheritance tax or possibly trying to assist older relatives in this process, before you or they make any big decisions it’s worth reminding yourself of the basics....
24
Jan
A successful investment experience
Like a lot of things since the internet and search engines arrived, the problem is not finding the information but working out what is relevant, doable and that actually works for you. ...
09
Jan
It’s the New Year again!
Financial resolutions can often be the hardest to keep, either due to unplanned expenditure or possibly the winter doldrums.....
18
Dec
Christmas to do list
The Christmas holidays are here and you might find yourself with some time to actually think about things other than presents, turkey and the to-do list you left at work. Maybe to escape the relatives for a bit you can grab some personal admin time. ...