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  • About Us
    • Our Team
    • Testimonials
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    • About Our Services & Privacy Statement
    • External Links
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  • Investments
    • Financial Planning
    • Investment Philosophy
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    • Ethical Investments
  • Cash Flow Modelling
  • Estate Planning
    • Inheritance Tax
  • Long Term Care
  • Protection
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Archive


Category Archive for "Pensions"

Home Pensions
7 scary pension mistakes to avoid this Halloween

7 scary pension mistakes to avoid this Halloween

The nights are drawing in and Halloween is around the corner. But while you might get spooked watching a horror film this season, pension mistakes can be just as scary (and cost you far more). With that in mind, here are seven pension mistakes to...

Should you take a tax-free lump sum from your pension?

Should you take a tax-free lump sum from your pension?

Your 55th birthday, rising to 57 in 2028, often marks being able to access your pension for the first time. The opportunity to take a 25% lump sum tax-free is certainly attractive and can be too tempting to resist. But it’s not a decision to...

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