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?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…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.
Saving for a pension? 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?
Auto enrolment – so you thought it 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.
Helping Elderly Relatives and You Plan for the Future – Part 3Posted by Kevin Wheeler on July 24, 2019
In part 3 of our series we look at things from a tax planning perspective and at issues around Inheritance Tax.
Helping Elderly Relatives and You Plan for the Future – Part 2 of 3Posted by Kevin Wheeler on July 10, 2019
In part 2 of our series we discuss the options for paying for the care that your loved ones may need.
Helping you (and your elderly relatives!) prepare for the future – Part 1 of 3Posted by Kevin Wheeler on June 26, 2019
It’s key to learn more about Wills and Lasting Power of Attorney as you or your family member gets older. Sometimes thinking or talking about financial issues is the last thing anyone wants to do but best you bite the bullet…
Marriage Tax Allowance – Get a tax break worth up to £1150Posted by Kevin Wheeler on May 3, 2019
About one million married couples are missing out on claiming up to £1150 from the tax man. Find out if you’re one of them……..
Death, Taxes and Change – are your nominations up to date?Posted by Kevin Wheeler on June 18, 2018
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.