Articles in "Financial Planning"

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Understanding 'Pension Freedoms'

08.10.2021
Neil Holmes
Financial Planning
3 min read

Pension Freedoms was introduced in April 2015 and significantly changed the landscape of pensions and retirement. Ever since its introduction, there remains some misconceptions about what this really means, and the practical implications it has for individuals.

More investors looking at benefits of EIS and VCT investing

24.09.2021
Sharon Mattheus
Financial Planning
3 min read

A growing number of investors are seeking ways to invest tax-efficiently in places other than their pensions and ISAs, usually because they have already fully used their ISA allowances, and significant pension contributions have compounded over the years.

Tax Increases and Reform in Social Care

16.09.2021
Scott Hansell
Financial Planning
4 min read

Taxpayers in the UK face an increase in taxation from April 2022 to fund long awaited reforms in social care and additional support for the NHS.

What is Inheritance Tax?

01.09.2021
Stuart Lawn
Financial Planning, Tax
3 min read

Many of us could be caught out by Inheritance Tax (IHT). Contrary to popular belief, you do not need to be mega-rich to owe HMRC a chunk of money when you die. I think most of us would prefer as much as possible to go to our loved ones, rather than HMRC.

Pension scams average losses now over £50,000

11.08.2021
The Marketing Team
Financial Planning
2 min read

According to the latest figures from Action Fraud the average loss from pension scams has reached £50,949 this year.

State Pension 8% Predicted Rise

16.07.2021
Christopher Egmore
Financial Planning
2 min read

In 2020, the state pension age officially increased to 66; however, recently there has been several news articles and commentary around the government’s triple lock promise and that this could mean an 8% increase in the state pension from April 2022.

What is pension tax relief?

13.07.2021
Ricky Banham
Financial Planning
3 min read

Pension tax relief can seem like an alien concept, but it pays to understand what it is and how you can make the most of it, up to certain limits.

The additional benefits of EIS and VCT investing

12.07.2021
Sharon Mattheus
Financial Planning
4 min read

A growing number of investors are seeking ways to invest tax-efficiently other than through their pensions and Individual Savings Accounts (ISA). The reason being that those investors have fully used their ISA allowances and have significant pension contributions have compounded over the years. Pensions have a tax-efficient lifetime allowance, above which clients question why they should keep adding if they are going to get taxed later at a higher rate!

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