The New Inheritance Tax Limit – How It Will Affect Your Discretionary Trust
Due to the goverments Inheritance Tax Limit changes, thousands of families will need to review their wills if they want to reap the benefits
Tax trap for pension lump sums
If you are 55 or over with a money purchase pension fund then you can’t have missed that from 6th April this year you can take your entire fund in cash –
We won the FT’s ‘Life & Pensions Firm of the Year 2015’ award!
Last week I was delighted to receive the Life and Pensions Adviser Firm of the Year 2015 award at an exclusive ceremony held at the Sartoria restaurant…
Great Turnout at the Ready, Steady, Retire! Book Launch
What a success! Last Friday we hosted the Boom! documentary screening and Ready, Steady, Retire! Book launch at Christchurch's Regent Centre.
Interviewed for the Meaningful Money Podcast by Pete Matthew
Last week, Pete Matthew (creator of the Meaningful Money personal financial planning podcast) interviewed myself and my co-author,
My Baby Boomer Book Explodes Retirement Myths
Boom! – The New Age of Retirement and How The Baby Boomers Are Changing Everything I am very excited to announce my collaboration…
Boom! Demographics are Destiny
Baby Boomers account for 20% of the British population and control a staggering 80% of all wealth. As they approach retirement in huge numbers…
Splitting the IHT nil rate band across trusts
As you're probably aware I'm a great fan of trusts and the additional planning opportunities they offer. In May of this year HMRC issued a…