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Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

Financial planning in a hung parliament

A hung parliament leaves many questions unanswered and people will be wondering what this means for their financial planning. However with no overall majority the government will find it difficult

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The hidden gems of occupational pension plans

Due to the complexity of the legislation and scheme rules surrounding occupational pension contracts, it is not always obvious what the value of a pension plan is. Before transferring a

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

It’s the pension last chance saloon

Pension savers have up to midnight on 5th April to maximise their contributions to offset this year’s tax bill. Unused allowances from three previous tax years can provide a useful boost

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Eight tax changes investors should watch out for

As another tax year fast approaches here are eight changes you should be aware of when it comes to saving tax in 2017/2018. Corporate bond funds change to paying gross

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Why you need to use your pension savings allowance

Every year, at this time of year, financial advisers remind their clients of the benefits of using up pension savings allowances which qualify for tax relief at the taxpayer’s top

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Terminal Illness: To transfer or not to transfer?

Final salary or defined benefit schemes are considered to be the best form of pension provision due to the promise of a guaranteed income for life. For most people this

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Budget 2017 – 10 end of tax year saving tips

Recent Budgets and Autumn Statements have brought much cheer for the investor with the introduction of the pension freedoms, Lifetime ISA, dividend allowance, increases to ISA allowances, and reductions in

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Pension transfers: the impact of ill health on your options

Final salary or defined benefit schemes have long been considered the ‘Rolls Royce’ of pension provision. For most individuals the promise of the guarantees they offer should not be given

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To transfer or not to transfer?

With cash equivalent transfer values at a long term high, you may be tempted to cash in your pension during this low interest rate era, but is that wise? The

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Annuities: You could save by shopping around

The FCA found that 60% of customers were not switching providers when they bought an annuity and up to 80% of these customers could have got a better deal on