Financial Planning, Long Term Savings, Regular Savings, Retirement Planning, Tax-free Growth

Average Private Pension will run out in 5 years! [Part 2]

29 Oct , 2014  

What about the State Pension? According to new figures from financial services company True Potential, savers in the UK have added an average of £2,671.60 towards their pension pots of the last 12 months. That may sound like a substantial amount, but the truth is that over twenty years of retirement saving, that would only […]

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Financial Planning, Long Term Savings, Regular Savings, Retirement Planning, Tax-free Growth

Average Private Pension will run out in 5 years! [Part 1]

28 Oct , 2014  

Are you saving enough? According to new figures from financial services company True Potential, savers in the UK have added an average of £2,671.60 towards their pension pots of the last 12 months. That may sound like a substantial amount, but the truth is that over twenty years of retirement saving, that would only provide […]

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Financial Planning, Pensions, QROPS, Retirement Planning, Tax Cut

UK Pension Update

27 Oct , 2014  

A month ago the UK Chancellor, George Osborne, announced additional amendments to UK pension legislation to take effect from 6th April 2015. Whether you are living abroad, planning to live abroad or you intend to retire in the UK, you will feel the affects of these changes if you have a pension or pensions held […]

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Long Term Savings, Retirement Planning, Tax-free Growth

[Infographic] You’re never too young to start saving!

1 Oct , 2014  

Did you know that starting to save at 25 years old instead of 30 could add nearly a fifth to the final retirement pot? Don’t put it off, contact us for a free, non-obligation appointment and find out what your offshore options are.

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Financial Planning, Inheritance, Pensions, Retirement Planning, Tax Cut

Amendments to UK Pension Legislation

30 Sep , 2014  

Take a closer look

The surprise announcement from George Osborne on Monday about scrapping the 55% death tax on UK Pensions illustrates how quickly and easily the government can change the rules surrounding your pension. The document attached below, prepared by Boal and Co, describes in detail how the changes may or may not affect you. Additional amendments to […]

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Financial Planning, Inheritance, Pensions, Tax Cut

Osborne Abolishes Death Tax

30 Sep , 2014  

In the news...

George Osborne attempted to steady the Conservative ship yesterday by announcing an eye-catching tax cut aimed at core Conservative voters. The Chancellor announced plans to abolish the 55 per cent tax applied to UK pension pots upon the holder’s death. These changes will come into effect from April 2015. The Treasury predicts the new policy […]

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General

Offshore Savings, the sooner the better

10 Jun , 2014  

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