This short video takes a look at pensions and inheritance tax planning, an important aspect of Estate Management and Planning. The right type of pension, set up correctly, can be a tax efficient way to pass on your wealth. A video transcript is provided further below, if you would prefer to read about it. [...]
In this week's episode, I explore the topic of phased retirement (a course of action being considered by many in the wake of the pandemic), its effect upon our financial future and why it may be a viable option for you. Key Takeaways Retirement often arrives [...]
In this week's episode, I take the opportunity to bust a number of myths surrounding pensions - myths that may be holding you back from making informed decisions - so as to help you make more robust plans for the future ahead of you. Key Takeaways [...]
In response to listener queries, this week I talk about early retirement; the impact the pandemic has had, and why retiring early might not be the dream scenario that many believe. Key Takeaways An increasing number of people have been forced into early retirement due to [...]
In this week's episode, I discuss retirement options made possible by pension freedoms - how the process has changed, and the potential benefits of taking part or all of your pension pot in order to better secure your future. Key Takeaways When you reach the age [...]
In this week's episode, I talk about lifetime allowances, and explain how you can gain more assurance about the savings you've been accruing throughout your life so far. Key Takeaways If you've been saving into a pension throughout your life, you should be allowed to feel [...]
While retirement may be a time of anxiety for many, as I explain in this week's episode, we should be upbeat, and look at the many positives, including tax reliefs and lifetime limits. Key Takeaways Pensions enable you to grow your retirement savings largely free of [...]
In this continuing look at the ways in which retirement plans are set to change, I discuss how best to ensure your future is taken care of, and how to ensure that our financial future is assured. Key Takeaways When looking to retire, the most important [...]
In this podcast I discuss the ways in which retirement plans have changed, how best to ensure that your future is taken care of, and how the later chapters in our lives will look different in years to come. Key Takeaways It's always important to consider [...]
With an increasing number of people feeling almost 'forced' into early retirement due to the current economic climate, many are questioning "how long does a pension last?" The ideal answer will of course be: "as long as you do" but with an average life expectancy in the UK of 81.26 years, retiring early could [...]