Is tax-free cash under threat? For individuals Is tax-free cash under threat? The Pension Policy Institute recently published a paper on the inequalities of the tax relief…Diane PhillipsNovember 20, 2013
Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots Financial planningFor individuals Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots If you are lucky enough to have a pension pot or a pension plan that…Diane PhillipsNovember 20, 2013
Are you investing in Active Funds? Be aware… Financial planningFor individuals Are you investing in Active Funds? Be aware… A recent report has highlighted that savers are losing significant sums of money by investing…Diane PhillipsOctober 16, 2013
How to ensure you aren’t paying too much tax… For individuals How to ensure you aren’t paying too much tax… Are you one of the many individuals struggling to complete your online tax return in…Diane PhillipsOctober 16, 2013
Savers are being hit by low interest rates and high inflation For individuals Savers are being hit by low interest rates and high inflation The Bank of England base rate has been set at 0.50% for over 4 years…Diane PhillipsSeptember 16, 2013
Are you looking to retire soon? You should read this first For individuals Are you looking to retire soon? You should read this first It is crucial that you understand that your existing pension provider will not necessarily be…Diane PhillipsAugust 15, 2013
HMRC Tax Return Amnesty For individuals HMRC Tax Return Amnesty Taxpayers who have failed to submit tax returns previously requested by HMRC, have been offered…Diane PhillipsAugust 15, 2013
3 things you should know about life assurance For individuals 3 things you should know about life assurance 1. With any existing life cover, you have already survived a part of the period…Diane PhillipsAugust 15, 2013
4 reasons why you should review your pension For individuals 4 reasons why you should review your pension Can you reduce your charges? Over the last 20 years, pension products have developed greatly…Diane PhillipsJuly 5, 2013
Beware: Pensions Scam! For individuals Beware: Pensions Scam! Converting a pension into cash might sound very attractive if you urgently need money, however,…Diane PhillipsJuly 5, 2013