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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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Corporate Executive, Family, Pension

A guide on what you
need to know about
retirement planning

The overhaul of the pension regime has been a game-changer for the UK financial services industry. The FWM team gives you a guide to retirement planning People will no longer be obliged to purchase an annuity with the bulk of their money and will be freer than ever to use their pension pots as they […]

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Pension, Retirement, Tax

The pleasures – and perils – of pension freedom

2015 has been hailed as the “Year of Pension Freedom”, since from the end of this tax year on 5 April savers will have unprecedented autonomy over how they use their retirement pots. Individuals will be freed from the obligation to purchase an annuity for a large share of their money and instead will be […]

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