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Jon’s Musings

Jon's Musings

Reducing Tax on Pension Withdrawals

Reducing Tax on Lump Sum Pension Withdrawals

2017 IHT Rule Changes

The Chancellor George Osborne announced some long overdue changes to IHT in his Emergency Budget on 8th July after the recent election...

Spousal Bypass Trusts

Passing it on when you pass on...

Paraplanners & Pension Planning

Advisers & Paraplanners, a Tight Knit Pair; Unravelling Pension Planning

50 Shades of Proofreading

Lucy's take on the significance of proofreading!

Cash Flow Planning

The relevance of Cash Flow Planning

Pension Transfer Changes & TVAS

Following consultation the FCA have issued a Policy Statement in respect of changes to their transfer rules, which came into effect on the 8th June 2015.

PIP Changes – an Opportunity

Pension Input Periods (PIPs) rule changes for Money Purchase plans; an opportunity to save more in pensions for 2015/16 for pre-retirement clients.

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    Three tools for perfect factfinding
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