Posts

End of Tax Year Planning 2015

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It’s coming up to that time of year to make sure that you are aware and are using all of the tax efficient allowances available to you. There will also be some huge changes in pension legislation with effect from the 6th April and I am going…

Personal Lifetime Allowance

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Will you be affected by the Lifetime Allowance on your pension fund? You may have seen a number of articles recently on lifetime allowances. The note below outlines the rules associated with the allowances and we stress that the best way…

Retire early

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Over the years, as you change jobs and transition through your different life stages, you are likely to accumulate numerous policies and provisions. Often they are held with multiple providers and it’s hard to know exactly what you’ve got…