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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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Entrepreneur, Corporate Executive, Family, Time, Wealth Manager

Pressing pension planning issues for affluent investors

The pressing pension planning issues for affluent investors, explained by award winning wealth manager Patrick Connolly.  The incoming pension reforms will create fantastic financial planning opportunities, but taking proper advice will be essential if investors are to avoid very costly mistakes, explains Patrick Connolly, Certified Financial Planner at Chase de Vere.In his March 2014 Budget […]

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