Monthly Archives: August 2014

Are you aware of the Budget changes?

More than one in three people approaching retirement are unaware of the pensions reforms announced in the March Budget, according to new research[1] from MetLife.

Posted in In the news Tagged with: , , , , ,

Bank of Gran and Grandad

Forget the bank of Mum and Dad – today’s young people are now receiving help from the bank of Gran and Grandad, with millions of grandparents offering financial support to their grandchildren.

Posted in In the news Tagged with: , , , , , ,

Managing your pension pots

Over the course of your working life, the chances are you’ll change jobs a few times, picking up different pension pots along the way.

Posted in Retirement Tagged with: , , , ,

Future pension savings

The Budget 2014 announced unprecedented flexibility and choice in how people can use their pension savings in the future. From 6 April 2015, people over 55 can choose to withdraw their pension savings as they wish, although this will be

Posted in Retirement Tagged with: , , , , , ,

Wealth planning strategy comes under scrutiny

HM Revenue & Customs (HMRC) has confirmed that new proposals for a single nil rate Inheritance Tax (IHT) band for trusts will not be applied to existing trust arrangements, where no further assets are added or variations made to that

Posted in Wealth Preservation Tagged with: , , , ,