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Pension, Retirement, Tax

The pleasures – and perils – of pension freedom

2015 has been hailed as the “Year of Pension Freedom”, since from the end of this tax year on 5 April savers will have unprecedented autonomy over how they use their retirement pots. Individuals will be freed from the obligation to purchase an annuity for a large share of their money and instead will be […]

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Pension, Portfolio, Retirement, Services, Wealth Management

Missed out on pensioner bonds?
Set your sights higher…

If you missed the scramble for NS&I pensioner bonds, there are investment alternatives if you take proper financial advice, explains Wendy Spires. News abounds of websites crashes and jammed switchboards as investors clamour to access the market-beating bond rates on offer. It’s easy to see why savers are piling in. At a time when interest […]

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Pension, Retirement, Tilney Bestinvest, Wealth & Tax Planning

2015 is the year of pension freedom!

Pension Freedom in 2015 changes the game for your wealth, explains Emma Sterland from wealth manager Tilney BestInvest. In his Autumn Statement 2014, Chancellor of the Exchequer George Osborne confirmed a number of radical pension changes that will come into effect at the end of this tax year. With 5 April fast approaching, we’re introducing […]

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Entrepreneur, Corporate Executive, Family, Time, Wealth Manager

Pressing pension planning issues for affluent investors

The pressing pension planning issues for affluent investors, explained by award winning wealth manager Patrick Connolly.  The incoming pension reforms will create fantastic financial planning opportunities, but taking proper advice will be essential if investors are to avoid very costly mistakes, explains Patrick Connolly, Certified Financial Planner at Chase de Vere.In his March 2014 Budget […]

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