Lifetime allowance to increase by £30,000 to £1,030,000
Tuesday, 17 October 2017
The Lifetime Allowance (LTA) is, in simple terms, the amount that you can build up in pension assets during your lifetime without incurring an extra tax bill of up to 55% (the "LTA tax charge"). For ...
"Whole of life" insurance policies - watch out for price increases
Monday, 25 September 2017
One type of life insurance is called "Whole of Life" cover. These are policies which don't have a specific term (e.g. 10 years, or 20 years), but instead last for your whole life, as long as you keep ...
Client example - DB pension transfer to bridge a gap in earnings
Monday, 4 September 2017
What did the client ask us to do? The client has two defined benefit pensions, one large and one small. He is retiring at age 55, and intends to go and see the world, and wants to top up his income u ...
A week of financial advice
Saturday, 29 July 2017
Here are some of the issues we have been advising clients on over the last week: A client approached us for advice on his final salary pension, which promises an unusually generous level of income gi ...
Final salary pension transfer client example
Monday, 8 May 2017
What did the client ask us to do? The client, a consultant from the south east of England who has just retired, asked us to provide advice on the transfer of his £1.5m final salary pension to a SIPP ...
Assets under management reach £30m
Wednesday, 3 May 2017
We are delighted to say that the amount of pension and investment money we manage for our clients has reached £30,000,000, up from £20,000,000 this time last year. Welcome to all our new clients, an ...