Personal Financial Planning for the elderly – Part 3
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Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on April 30, 2021

Personal Financial planning – in part 3, we look at things from a tax planning perspective and at issues around Inheritance Tax.

Financial Planning for the elderly – Part 2 of 3
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Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on April 23, 2021

Financial planning for the elderly is vital once your parents and relatives reach their golden years. We examine the areas to consider.

Financial planning advice for the elderly – Part 1 of 3
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Financial planning advice for the elderly – Part 1 of 3
Posted by Kevin Wheeler on April 9, 2021

Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.

Death, Taxes and Change – are your nominations up to date?
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Death, Taxes and Change – are your nominations up to date?
Posted by Kevin Wheeler on November 13, 2020

The two constant things in life are death and taxes. In this blog we look at the importance of keeping your nominations up to date.

Pensions and tax – a great way to save!
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Pensions and tax – a great way to save!
Posted by Kevin Wheeler on October 14, 2020

Pensions and tax reliefs go hand in hand and are the best way to provide for your retirement. We look at the options avaialble from age 55.

Nominee Drawdown facility (NDF) – does your pension have one?
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Nominee Drawdown facility (NDF) – does your pension have one?
Posted by Kevin Wheeler on October 5, 2020

Have you checked your pension plan recently? Here we look into pension arrangements with a “Nominee Drawdown facility” or “NDF”.

Relevant Life Policies – the way to protect family workers at a 50% discount…
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Relevant Life Policies – the way to protect family workers at a 50% discount…
Posted by Kevin Wheeler on September 16, 2020

Relevant life plans can be useful to protect you if a family member who is also an employee in your business were to die unexpectantly.

Pensions annual allowance – are you one of thousands facing an unexpected tax bill?
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Pensions annual allowance – are you one of thousands facing an unexpected tax bill?
Posted by Kevin Wheeler on December 2, 2019

Have you checked your payments against the annual pension allowance?

Pension re enrolment – so you thought auto enrolment was all over……..?!
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Pension re enrolment – so you thought auto enrolment was all over……..?!
Posted by Kevin Wheeler on October 4, 2019

And you thought it was all over… here are two auto enrolment scenarios that you need to watch out for.

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