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7IM, Consolidating Investments, Henderson Rowe, Income for Retirement, Psigma, Retirement Income, Retirement Planning

Guaranteeing a retirement income via an investment portfolio

Retirement planning is one of the most challenging elements of managing your wealth, and arguably the most important. How much you should put aside, where to put that money, how much income you can secure – and for how long – are all weighty questions. And of course, while your “accumulation phase” can be well […]

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Buying Property, Equity Release, Property

Key ways to make your property wealth work harder in retirement

Many individual’s main asset is their home, but what you may not know is that it’s relatively simple to make your property wealth work harder for retirement planning purposes, explains Andrea Rozario, Chief Corporate Officer at Bower Private Clients. Planning for retirement has been transformed with new pension freedoms sweeping away all the old certainties […]

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Carry Forward, Pension, Pension Planning, Retirement, Tax, Tax Planning, Wealth Management

10 pension planning secrets unveiled by 6 wealth experts

As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications of the pensions revolution the affluent cannot ignore. We already know that April will see some significant changes to pensions rules that will affect many higher-earners. Speculation is mounting that […]

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Death Tax, Drawdown, Expert Opinion, IHT, Intergenerational Wealth, Pension, Pension Planning, Tax, Trust

Putting HNW pension planning under the Microscope

Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. The pension freedoms recently introduced may be very welcome reforms, yet there is a danger that those going it alone with their planning are not taking enough time to examine […]

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