March 26, 2015

One of the key takeaways of this year's Budget is that good financial advice is going to be crucial for pension planning, particularly for those clients likely to be caught by the reduction in the lifetime allowance from £1.25m to £1m as from April 2016.


While £1m may sound a large sum, it would still only provide an annual income of a...

December 16, 2014

Pension Changes

Unsurprisingly the pension changes are the biggest to impact IFAs, their clients and potential clients  You can read more about the multitude of pension changes (link back to article) in my previous post, but here’s a summary of ways these changes can mean opportunity for advisers.


As you are aware the 55% tax charge applied...

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