by IA Support | 22nd June, 2015 | Education, General Lifestyle
Automatic enrolment The Pensions Regulator says that 152,900 small and micro employers (with fewer than 50 people employed) have a staging date for automatic enrolment in financial year 2015/16. This means that they must start a pension scheme, or join the... by IA Support | 3rd June, 2015 | Education, Financial Planning, General Lifestyle
Inheritance tax: an introduction for clients I am often asked if I can provide a ‘client-friendly’ introduction to inheritance tax. Here is my version and it gives you an overview of the philosophy we use when making recommendations to clients and professionals.... by IA Support | 5th February, 2015 | Education, Financial Planning, General Lifestyle
The changing shape of retirement and the pension’s landscape Retirement is traditionally associated with the date we give up paid for work, but increasingly people are opting for a phased retirement whereby they reduce the number of hours they work or move to part... by IA Support | 3rd February, 2015 | Education, Financial Planning, General Lifestyle
Why you should make a will According to the Law Society, 73% of 16-54 year olds do not have a will. Whilst this may be understandable (but not recommended), on the other hand 64% of those over age 55 have made their final wishes clear in a will. So, what’s the... by IA Support | 2nd January, 2015 | Education, Financial Planning, General Lifestyle
A new dawn for pensions The 2014 Autumn Statement confirmed the dawning of a new era in pensions. A number of the changes had already been well-flagged – for example, the removal of the cap on drawdown income from April 2015, which will allow all individuals to take... by IA Support | 28th December, 2014 | Education, Financial Planning, General Lifestyle
New ISA benefit for spouses The 2014 Autumn Statement provided another opportunity for Chancellor of the Exchequer George Osborne to make Individual Savings Accounts (ISAs) more attractive to investors and he duly obliged. Over the past five years, a range of mostly...
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