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 came into force back in April 2015, one of the key changes was the introduction of what is known as "Flexible-Access Drawdown". Which [...]

2019-04-25T12:14:34+00:00 April 15th, 2019|News|

Discretionary Fund Managers. What is the winning formula?

City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]

2019-01-11T15:54:22+00:00 January 14th, 2019|News|

Mortgage borrowing into retirement. Should you?

Over the last few years, mortgage lenders have become more amenable to older borrows who are moving into retirement. We have seen mortgage rates improve and there's now greater flexibility in the products available. Traditional mortgage lenders are now will to extend the borrowing term of the mortgage beyond state pension age. The requirement that [...]

2018-04-13T14:20:02+00:00 April 30th, 2018|News|

Business owners expect to work well into retirement.

A recent survey conducted by Aldermore Bank showed that almost three-quarters of business owners expect to be working past the age of sixty-five. This, however, is not out of choice. Two-thirds said that they would have preferred to have been enjoying their retirement by then. They are looking to enjoy their life while they were [...]

2018-04-03T12:03:07+00:00 April 2nd, 2018|News|