In this case study, we help clients review their finances, handle multiple pensions and manage a potential breach of lifetime allowance cap
Pension Review
Andrew Day
UK Bank Rate pegged for increase in February 2016
UK Bank rate rises are expected to rise in February 2016, despite expectations of inflation returning to target being pushed back further.
Retirement Income Gap
Workers over 45 face a nearly £9,000 retirement income gap. Relying on the state pension may still leave them short.
Will dividend tax keep rising?
The July Budget saw the announcement that the dividend tax credit will be replaced by a tax-free allowance. Is this the start of more rises?
October 2015
The end of the third quarter of 2015 was, as all the financial press reported, the worst for global equities since 2011.
Should we scrap tax reliefs on pensions and create a lifetime ISA for all?
It has been proposed that pensions be scrapped in place of a lifetime ISA. Is this simplification idea a good one?
What’s Really on the Bucket List of the UK over 55’s?
With many people viewing retirement as the opportunity to do the things they have always wanted, we take a look at the UK’s bucket list.
September 2015
Never was the statement “Markets can fall as well as rise” more true than in August, when virtually all major markets headed down.
Good Planning in Retirement
On 10th November 2015 10.00am at Bramhall Lane Tennis Club. This seminar covers a diverse range of issues and is ideal for anyone in retirement or approaching this milestone in the coming years.
August 2015
July was a busy month. Greece held a referendum on austerity – with an emphatic rejection, before a bailout on the same lines as the rejection was finally agreed. The Chancellor delivered his second Budget this year whilst Chinese markets fell dramatically.