Spending cash in retirement
When we meet with clients to discuss their financial planning in retirement, they are often surprised to hear us tell...
Annuity option for retirement income remains alive
Buying an annuity with your pension pot has become a less popular option during the past year, since the introduction...
Worse off in retirement with the new state pension
From today, those reaching State Pension age will receive their income in retirement based on a new system. This means...
Could you outlive your pension pot?
Since the introduction of new pension freedoms last April, we have increasingly been asking our clients, could you outlive your...
Dividing assets on divorce
When couples get divorced, it is often assumed that marital assets get divided in half. This sound like a fair...
Downsizing to pay for retirement
Is downsizing your property part of your plan to pay for retirement? If it is, you are not alone. According...
Pension Lifetime Allowance & Annual Allowance Reductions
Despite the press briefing by HM Treasury on Friday evening that no reforms to the pensions tax regime will be...
Chancellor U-Turn on Pension Tax Relief
Chancellor George Osborne has performed a U-Turn on Pension Tax Relief ahead of his Budget on 16th March but radical...
Pulled muscles, experiences & financial well being
This week saw the Cranleigh Literature Festival with a range of events at Cranleigh Arts Centre delivered by authors of...
Don’t lose out to the next lifetime allowance reduction
Will widely expected pension tax changes in the Budget this month strengthen the incentive to save or help close the...