Financial Planning

Is Flexi-Access Drawdown too good to be true?

For many years it has been possible to take benefits from a pension scheme in a method known as...


Is Flexi-Access Drawdown too good to be true?

For many years it has been possible to take benefits from a pension scheme in a method known as...

Financial Planning

The Rule of 72 ‘Forecasting Made Easy?’

Projections or forecasts are a key part of most financial plans. Although only an estimate, a forecast of the...


The Rule of 72 ‘Forecasting Made Easy?’

Projections or forecasts are a key part of most financial plans. Although only an estimate, a forecast of the...

Financial Planning

Tax Efficient Inter-Generational Savings Plans (aka Pensions)

Pension rules have changed significantly over the last few years. Two of the most welcome changes were the removal...


Tax Efficient Inter-Generational Savings Plans (aka Pensions)

Pension rules have changed significantly over the last few years. Two of the most welcome changes were the removal...

Financial Planning

Combatting inheritance tax (IHT) (2/2): Are your pension nominations up-to-date?

I wrote previously how many people view inheritance tax as the unfairest tax of all.  I explained that a...


Combatting inheritance tax (IHT) (2/2): Are your pension nominations up-to-date?

I wrote previously how many people view inheritance tax as the unfairest tax of all.  I explained that a...

Financial Planning

Combating inheritance tax (IHT) (1/2): Is your will up-to-date?

Many people view inheritance tax (IHT) as the unfairest tax of all. First of all you are taxed on...


Combating inheritance tax (IHT) (1/2): Is your will up-to-date?

Many people view inheritance tax (IHT) as the unfairest tax of all. First of all you are taxed on...