What are your options if you took your pension tax-free cash ahead of the Budget?
There are a number of solutions available to those who recently accessed their tax-free pension cash. In some cases, a combination of measures can represent the best solution.
Budget round-up: Tax changes to capital gains, pensions and IHT
Chancellor Rachel Reeves’ first Budget has introduced a number of changes to the tax regime. This article rounds up the key changes and explores some of the consequences for your personal finances.
Autumn Budget: How Labour might change pension taxation and capital gains tax
We take a closer look at some of the potential reforms that the new government could implement on 30 October.
What is the “Great Wealth Transfer” and what does it mean for estate planning?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss the “Great Wealth Transfer” and the implications for Inheritance Tax Planning Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
Are you overpaying for financial advice?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planning Manager Joe Fisher to discuss the costs of financial advice and what you should be looking out for if you are working with a financial adviser/ planner. Please be aware that anything discussed on this podcast should not be regarded as financial […]
What are the key factors to consider if you decide to ‘un-retire’
Lucrative consultancy work can draw retirees back to the workplace. But returning to work has important implications and consequences for your pension(s).
How to deal with an inheritance tax liability if you inherit a large sum
Coming into an inheritance can lead to unexpected tax problems. But a gifting strategy and tax-efficient investing via pensions can mitigate these issues. Early planning can avoid this scenario altogether.
Are you potentially overpaying for the financial advice you receive?
Recent regulatory scrutiny has led to more savers paying closer attention to the total costs of financial advice. Paying excessive or unwarranted fees can substantially hinder long-term wealth-building.
Build a ‘pot for life’ for your children with early investing
Making small, monthly pension or ISA contributions can give children a hugely valuable pot of money for later life. The key to success lies in starting early.
How do you pay £200,000 into a pension fund?
Carrying forward unused annual allowances from prior tax years can allow certain savers to pay a large sum into a pension. This can be particularly beneficial for small business owners.
