Pensions Matters
Budget statements are always preceded by a slew of rumours and conjecture. The 2025 UK Autumn budget was no exception.
How we structure our pension investments can make the difference between a long, comfortable retirement and a daily struggle to maintain the lifestyle we want.
Put an income generation strategy in place before it’s too late to change anything!
Investment portfolios can become unbalanced due to the different elements performing at differing rates of growth.
There are many expats with UK pensions living in the USA. It can be a challenge to get access to these pensions!
Taking proactive steps now is key to navigating IHT changes effectively and securing your financial legacy for the future.
With the new rules in place, there are several issues that need to be considered.
The recent UK Budget, like all major fiscal events, established clear winners and losers.
Transferring your defined benefit pension is a major decision that can significantly impact your financial future.
The recent UK budget has changed QROPS transfer rules and their tax treatment. Overseas Transfer Charge (OTC) of 25% now applies to EU/EEA countries too.
"Out with the old, in with the new." This year, take charge of your future with a solid financial planning checklist for success.
When comparing pension schemes in the UK and France, they are often at opposite ends of the spectrum.
Full transparency on fees and charges is a requirement for all parties involved in pension transfers.
There have been additional changes to the rules concerning the Lifetime Allowance.
How to draft a pension investment strategy in uncertain times
When making changes in life, you should also consider updating your pension plan.
A focus on retirement planning for the New Year.
Divorce can be a challenging process, even under the best circumstances.
The Pensions Regulator's guidance notes on QROPS transfers are welcome.
No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.
With so many funds available, it is important to learn how to protect your investments..