Latest Articles
Should annuities once again be part of your retirement income planning?
Higher rates and changes to inheritance tax rules mean that more retirees are considering annuities – but it is important to balance the certainty they provide against their lack of flexibility, says Chris Egmore of Lovewell Blake Financial Planning
Don't wait for pensions/IHT consultation to conclude before starting IHT planning
A delay in the publication of details on how pensions may fall into inheritance tax is no reason to put off IHT planning.
Did you know: that since 2015, ‘pensions freedoms’ allow you to access your pension pot from age 55?
You can take it as a lump sum, drawdown regular amounts or buy a fixed income with an annuity.
Investment bonds – a flexible investment vehicle which falls outside capital gains tax
Chris Egmore of Lovewell Blake Financial Planning says that onshore investment bonds can be a tax-efficient and simple way of investing for the medium- to long-term
New tax year, new ISA allowance
A new tax year brings a brand new ISA allowance, which makes now a great time to consider your options, says Chris Egmore of Lovewell Blake Financial Planning.
Government to review state pension age for second time
The first Review of State Pension age was undertaken in 2017 but the government has now launched a second pension age state review, which will consider whether the increase to age 68 should be brought forward to 2037-39.