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Death Tax, Drawdown, Expert Opinion, IHT, Intergenerational Wealth, Pension, Pension Planning, Tax, Trust

Putting HNW pension planning under the Microscope

Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. The pension freedoms recently introduced may be very welcome reforms, yet there is a danger that those going it alone with their planning are not taking enough time to examine […]

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Advice, Independent, Investment Tips, RDR, Restricted

Smart investors saving 55% with ISA investments

Investors are looking to ISA investments as a primary alternative to pensions. Here, Lee Goggin, Co-Founder of findaWEALTHMANAGER.com, examines why. In the three months to end-September, we saw ISA-related wealth manager enquiries surge by a third, indicating that the UK’s affluent investors are getting proactive on maximising their ISA usage well ahead of time this […]

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Annuity, Divorce, Pension, Retirement, Shoosmith, Wealth Management

Pension-splitting and divorce – What you need to know

Rising divorce rates among the over-60s has put the issue of splitting pensions in the spotlight, explains Chris Longbottom, Head of Family Law at Shoosmiths’ Manchester office. On the back of well publicised increases of those over 60 seeking divorce – perhaps due to the stigma of divorce being less of an issue to a […]

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