Death, Taxes and Change – are your nominations up to date?
Posted by Kevin Wheeler on April 15, 2024The 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!
Posted by Kevin Wheeler on March 13, 2024Pensions and tax reliefs go hand in hand and are the best way to provide for your retirement. We look at the options available from age 55.
Nominee Drawdown facility (NDF) – does your pension have one?
Posted by Kevin Wheeler on February 23, 2024Have you checked your pension plan recently? Here we look into pension arrangements with a “Nominee Drawdown facility” or “NDF”.
Relevant Life Insurance – the way to protect family workers at a 50% discount…
Posted by Kevin Wheeler on February 14, 2024Relevant life plans can be useful to protect you if a family member who is also an employee in your business were to die unexpectedly.
Pensions annual allowance – are you one of thousands facing an unexpected tax bill?
Posted by Kevin Wheeler on February 20, 2023Pensions annual allowance – we explain what this allowance is and why it is important to check that you are not overpaying into your pension.
Pension re-enrolment – so you thought auto enrolment was all over……..?!
Posted by Kevin Wheeler on January 6, 2023Pension re-enrolment – so you thought that auto-enrolment was all over? Here are two scenarios that you will need to watch out for.
Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on November 18, 2022Personal 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
Posted by Kevin Wheeler on November 7, 2022Financial 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
Posted by Kevin Wheeler on October 17, 2022Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.
