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Saving for your child’s retirement might not be your top priority right now, but opening a pension for your child has many benefits for their financial wellbeing and security. The earlier you start, the more time the money has to grow. It also helps in spreading your wealth across generations and supporting your future family…. Read more
Does your business own or rent commercial property? Or are you considering steps in this direction? If so, it is worth discussing the possibility of ownership via Self Invested Personal Pensions (SIPP) or Small Self-Administered Schemes (SSAS). The tax benefits can be significant! A face to face meeting to discuss your own circumstances is the… Read more
Succession Planning and your Pension Do you own a business? Do you consider your business to be your pension plan, that one day you will be able to turn it into a handsome pot of cash to fund a comfortable retirement? If the answer to these questions is yes, we can help! What are… Read more
SIPP – Self Invested Personal Pension – A Case Study Could a Self Invested Personal Pension Plan work for you? Our example below gives guidance on when it may be appropriate to use this option. Background Andrew is considering a purchase of a commercial property he has seen with a good rental yield available for… Read more
How is the current stock market turmoil affecting your investment or pension portfolio? Have you considered how your investment or pension portfolio is faring at the start of the new year? The start of 2016 has seen volatility (turmoil) in global stock markets. This can be attributed to the slowing down of the Chinese economy…. Read more
Pension Changes – “How to blow your pension”. On Monday evening, (12th January 2015) Channel 4’s Dispatches current affairs programme was entitled “How to blow your pension”. Michael Buerk presented the results of various surveys which highlighted that most people who will have greater freedom of access to their pension funds in April this year,… Read more
Pension Planning Update Great news for pension planning! The government is to abolish the 55% pensions death tax charge with effect from April 2015! This means that if a person who dies is 75 or over, beneficiaries will only pay their marginal tax rate on drawdowns from the pension. At the moment the tax charge… Read more
