News Listings

Wendy Cochran IFA, Wetherby

Tips to minimise the tax you pay

Monday, 19 March 2018

Everyone's income and tax situation is a bit different, so do get in touch if you want some advice in this area, but here are some general tips: Income Tax planning Make sure that income-producing i ...


Pension and investment planning advice, Wetherby IFA

Pension tips for 2018

Thursday, 1 March 2018

We put together a few ideas for building your pension assets in 2018: Don't lose track of old pensions, and consider consolidating your pension pots It can be hard to keep track of pensions with job ...


Wendy Cochran IFA, Wetherby, Yorkshire financial advice

Our Jan/Feb 2018 client newsletter

Monday, 5 February 2018

Our January newsletter can be found at this link Get in touch if we can help with any of the areas covered. Articles include: Reach your financial goals Helping you realise your retirement vision ...


High Court stops BT cutting pension scheme inflation protection

Sunday, 21 January 2018

British Telecom (BT) pension scheme members will continue to see increases to their pension based on the retail price index (RPI), the High Court has decided, dismissing an attempt to cut costs by the ...


Pension income taxation advice, Wetherby IFA

The dangers of raiding a pension pot early

Wednesday, 3 January 2018

With the new "pension freedoms" introduced in April 2015 it is possible to "cash out" of pensions as soon as you reach the age of 55. This flexibility is welcome but it does come with risks and pitfal ...


Defined benefit pension transfer advice, Wetherby Yorkshire IFA

A tale of two defined benefit pension transfers

Wednesday, 20 December 2017

We were recently approached by two separate clients, both deferred members of the Northern Rock (NRAM) defined benefit pension scheme. Both clients asked us to advise on a transfer out of the scheme i ...


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