by Admin | Jun 23, 2016 | cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, CIMP, COMP, early retirement, Executive Penson, financial planning, Financial Planning, Financial Planning for Lawyers, Higher Rate Pension Relief Restricted, Higher Rate Pension Tax Relief Restricted, Income tax, Increased ISA Allowances, Lessons from past financial crises, Lifetime Allowance, Lifetime ISA, Open Market Option, passive investment, pension protection fund, pension tax relief
Pension Lifetime Allowance (LTA) decreased to £1m on 6 April 2016. In combination with previous reductions, it has fallen almost by half from its 2012 high of £1.8m. High net worth professionals like solicitors, barristers and accountants often underestimate the risk...
by Admin | Mar 17, 2016 | Annual Allowance, Budget 2016, Cheshire, ChrisWicksCFP, financial planning, Higher Rate Pension Relief Restricted, Higher Rate Pension Tax Relief Restricted, Income tax, Increased ISA Allowances, Lifetime Allowance, Lifetime ISA, pension tax relief, pensions v isas, personal pensions, retirement planning, Sale, UK Budget
Download this guide Budget Statement 2016: Key Takeaways Chancellor George Osborne delivered his annual Budget speech yesterday. While there are winners and losers as usual, this year’s Budget can be considered quite favourable to middle income families and savers....
by Admin | Jan 9, 2015 | Annuities, cash flow based modelling, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, CIMP, COMP, early retirement, Executive Pension, Executive Penson, financial planning, Financial Planning, Higher Rate Pension Relief Restricted, Higher Rate Pension Tax Relief Restricted, investment, Open Market Option, passive investment, pension protection fund, pension tax relief, Pension Transfer Options, pensions v isas, personal pensions, Retirement Options, retirement planning, Sale, Section 32 Buy-Out, Sources of financial advice, SSAS, stakeholder pensions, state pension, tax free cash
There are less than three months to go before the new pension freedom becomes reality. With the legislation now in place, the run up to April is time to start planning in earnest to ensure you make the most of your pension savings. To help, here are 10 reasons why you...
by Admin | Dec 8, 2014 | A step by step approach to producing a financial plan, academic approach to investing, Active v Passive, asset allocation, Autumn Statement, blackstar, cash flow based modelling, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, Dimensional, EPP, financial planning, Higher Rate Pension Tax Relief Restricted, Increased ISA Allowances, investment, pensions v isas, Sale, Sources of financial advice, tax free cash, UK investor compensation
Details have begun to emerge on how the new inheritable ISA rules will operate. And the good news is that it will be achieved by an increased ISA allowance for the surviving spouse rather than the actual ISA assets themselves. This means clients won’t have to...
by Admin | Apr 22, 2009 | Higher Rate Pension Tax Relief Restricted
In today’s Budget the Chancellor has restricted higher rate tax relief on employee contributions to pensions where the employee earns £150,000 or more and makes annual contributions of £20,000 or more.For further details see this Chris Wicks CFPI help you...
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