by Admin | Jun 10, 2016 | A step by step approach to producing a financial plan, Annual Allowance, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, early retirement, Executive Pension, Financial Planning, Financial Planning for Lawyers, Higher Rate Pension Relief Restricted, Income tax, Lifetime Allowance, Open Market Option, pension tax relief, personal pensions, Retirement Options, retirement planning, SSAS, stakeholder pensions, tax free cash
Recent years have seen some significant changes to the tax treatment and rules governing pensions and death benefits. Many of these changes have been quite favourable, bringing new freedoms and tax saving opportunities. However, these freedoms go hand in hand with...
by Admin | Feb 12, 2015 | cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, CIMP, COMP, early retirement, EPP, Executive Pension, financial planning, Financial Planning, Higher Rate Pension Relief Restricted, Open Market Option, 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
Business owners to profit from pension flexibility Business owners looking to extract surplus profits from their business will be looking forward to April’s new pension income flexibility. Not only will pension funding remain the most tax efficient way to...
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 9, 2014 | A step by step approach to producing a financial plan, cash flow based modelling, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, Executive Pension, Executive Penson, financial planning, Open Market Option, pension tax relief, Pension Transfer Options, pensions v isas, personal pensions, Professor Kenneth French, PTR, retirement planning, Sale, Section 32 Buy-Out, Sources of financial advice, SSAS, stakeholder pensions, state pension
The Department for Work and Pensions has just launched a new campaign to explain the new single-tier state pension. The new single-tier state pension, which will replace both the basic state pension and the state second pension (S2P) is now only 16 months away. While...
by Admin | Nov 22, 2014 | A step by step approach to producing a financial plan, cash flow based modelling, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, CIMP, COMP, early retirement, EPP, Executive Pension, Executive Penson, financial planning, 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
Formerly pension scheme members with schemes carrying a higher entitlement to tax free cash or an early retirement age would loose these when transferring to a new plan, unless at least one other member of the same scheme transferred with them at the same time, to the...
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