All higher-earners should be reviewing their pension arrangements to take advantage of some very generous, but short-lived tax reliefs, explains Simon Brookes, Director of Financial Planning at James Hambro & Partners. Apparently, you should never look a gift horse in the mouth because it’s a present. Taking time to check its teeth is therefore rude. […]
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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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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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Investors are looking to ISA investments as a primary alternative to pensions. Here, Lee Goggin, Co-Founder of findaWEALTHMANAGER.com, examines why. In the three months to end-September, we saw ISA-related wealth manager enquiries surge by a third, indicating that the UK’s affluent investors are getting proactive on maximising their ISA usage well ahead of time this […]
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