Treasury Plans for £500 Pension Advice Allowance

10stgBundle80wThe Treasury has launched a formal consultation on allowing people to take £500 from Continue reading “Treasury Plans for £500 Pension Advice Allowance”

Judge Overturns Will After Brothers Challenge

ULastWill Etc 150wA High Court Judge has overturned the Will of a ‘significantly vulnerable’ man who left 95% of his estate to his Continue reading “Judge Overturns Will After Brothers Challenge”

UK Families Pay Record Levels Inheritance Tax

HMTreasuryLogoFigures released by HMRC today show that they collected a record £4.7 billion in Inheritance Tax (IHT) payments during Continue reading “UK Families Pay Record Levels Inheritance Tax”

Avoidable tax bill, much greater than the cost of advice

I have just returned from a visit to a local professional.  The visit was Continue reading “Avoidable tax bill, much greater than the cost of advice”

Should Financial Planning Keep You Warm?

coinstack60There is a ‘rule’ that advisers should recommend their clients clear debt before Continue reading “Should Financial Planning Keep You Warm?”

Older people and retirement

60-90With people generally living and staying active for a longer retirement and older age could cover a  Continue reading “Older people and retirement”

Life through the rear view mirror

I recently read an article that said, amongst other things, that Barclays have realised  Continue reading “Life through the rear view mirror”