Relevant Life Policies

Relevant Life Policies

As part of my service to clients, I try and check out, periodically, that the client has strategies for: Retirement income Critical illness cover Life cover Income replacement It is nice to have all bases covered but sometimes one has to prioritise, especially where...
Pension Planning Update

Pension Planning Update

Planning for your future or planning for now? We are all aware that putting money into a pension enables us to save for our future retirement but have you considered the savings that are available now? Each year, we all have up to £40,000 of annual allowance for...
Tax Planning

Tax Planning

Once upon a time, Tax Planning was seen as a right of all taxpayers. In fact books even had forewords such as ‘The aim of this book is to enable the taxpayer to minimise his commitments to the Revenue’ (1966). In the current climate however, the Courts and public...
Tax Planning

Loan Charge Review Delayed

Following yesterday’s announcement that the report into the Loan Charge has been delayed, concern has been raised that the results will not be published until after 31 January 2020. This charge relates to individuals who entered into disguised remuneration schemes,...