News Listings

Get advice on the pensions lifetime allowance - Wendy Cochran IFA, Wetherby, Yorkshire

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 ...

Wendy Cochran IFA - life insurance advice - Wetherby, Leeds

"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 ...

DB pension transfer advice, Wetherby, Yorkshire, UK

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 ...

Independent financial advice - pensions, investments and other matters. Wetherby, Yorkshire, UK

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 ...

Chart showing how long a DB transfer value might last in a SIPP, at different levels of investment growth

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 ...

Independent financial advice, Wetherby, Yorkshire, and across the UK

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 ...

Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).