by Richard Edwards | May 16, 2023 | Uncategorised
Pensions of significant value Welcome but unexpected changes to pension tax Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax. The changes are designed to alleviate the impact of strict...
by Richard Edwards | May 16, 2023 | Uncategorised
More people choosing semi-retirement for a variety of reasons Two in five over-55s plan to gradually phase out working life before State Pension age Semi-retirement is an option to consider for individuals who may not be ready to fully retire, but still wish to reduce...
by Richard Edwards | May 16, 2023 | Uncategorised
Early bird investors Does the early bird get the ISA worm? If you’re an investor looking to maximise your Individual Savings Accounts (ISA) returns, it’s worth considering investing your ISA allowance as soon as possible each year, as soon as it becomes available on 6...
by Richard Edwards | May 16, 2023 | Uncategorised
State Pension How much has the 2023/24 State Pension increased by? If you are a UK resident planning for your retirement, it’s important to be aware of the State Pension changes that have taken effect in the new tax year. From April, the amount you can now receive as...
by Richard Edwards | May 16, 2023 | Uncategorised
Mind the State Pension gap Knowing how much you’ll receive is vital for planning your future finances The State Pension age is set to rise to 67 by 2028, followed by a subsequent rise to 68 between 2044 and 2046. However, there is currently a review being conducted to...
by Richard Edwards | Mar 16, 2023 | Uncategorised
Retirement planning Your wealth. Your legacy It goes without saying that there’s no time like the present to kick-start your retirement planning. The earlier you start, the better. You’ll then be able to set about realistic goal setting and, importantly,...
