Paying too much tax on your pension?

Many financial planners fear that people are paying more tax than they need to because they do not fully understand the rules around withdrawing money from their pension. When the pension freedoms act came into force back in 2015, one of the key changes was that you could take an income from your pension pot, [...]

2019-04-12T15:54:29+00:00 April 15th, 2019|News|

Do you want to be a “Silver Striver”? The dos and don’ts.

What is a silver striver I hear you ask? Is it a new superhero from Marvels Infinity Wars film? Well no, a silver striver is the new term being used by marketing types for people who are working past their retirement date. If this is something that you are considering out of choice or necessity [...]

2018-05-29T14:06:34+00:00 May 28th, 2018|News|

Financial planning. How to pass on wealth in a prudent way?

With politicians trying to woo the young voters with sweeteners on tuition fees and a boost for Help to Buy. Parents can help now with sound financial planning. There are plenty of ways that parents can do more, from gifting money in a tax-efficient way, to passing on a pension or helping their children with [...]

2018-02-21T15:50:39+00:00 October 30th, 2017|News|