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Posts Tagged ‘pension planning’

£1500 Pension Advice Allowance Now Available

In efforts to make financial advice available to everyone, the government have introduced a new initiative, in the form of a £1500 allowance that can be drawn from your pension fund to cover costs relating to professional advice. These withdrawals are tax-free and can be taken in three instalments of £500.

FRIDAY FEATURE: Should You Put Your Practice Property In a Pension?

Tax Planning for Doctors & Dentists This month Michael Lansdell, from Lansdell & Rose Chartered Accountants, talks about how it could be beneficial for you to put your practice property in a pension. It is a complex area of tax planning, that requires specific advice.

Annuity or Drawdown? Which Pension Investment is Best For You?

Pension freedoms have enabled pensioners to feel more in control of their retirement plan, including when they draw their pension savings and how they spend it. This change to legislation meant thousands of people now opt to draw money at age 55, either for reinvestment, to pay-down mortgages or to enjoy a little when they […]

What if You Happen to Live Too Long?

Now there is a strange thought…live too long? Well, when it comes to retirement planning it is a very real question. What if you are basing your retirement plan on the average life expectancy with little to no room for contingency? Even exceeding your expectations by a few years could leave you financially stuck, at […]

TAX TIP TUESDAY – Save Tax and Boost your Family Pension Fund by Contributing for Non-Earning Family

It’s Tuesday! Let’s talk Tax. Read this week’s short Tax snippet for doctors & dentists, to help you save money and get more organised with your tax affairs. It’s just to give you a flavour – in fact, you can read it whilst you drink your afternoon coffee!

Could your Retirement Plans be Ruined by Rock Bottom Interest Rates?

Are you preparing enough? Retirement planning has never been more important, for everyone.  A lack of financial planning from the baby boomer generation is resulting in a serious shortfall, for their own retirement and for wealth to pass down. With life expectancy increasing & low returns on investments, is your wealth going to disappear too soon?

A “golden” opportunity for your pension?

Is it wise to invest in gold? This week the Royal Mint announced it will offer the opportunity for investors to own gold bars within their pension funds. Gold has been eligible for investment in SIPP’s since 2014, however this is the first time you can invest Royal Mint gold. Is this a “golden opportunity” […]

A close eye on planning your pension

In light of recent changes There have been a number of key changes to pensions that are valid from April 2016. They could affect your NHS pension, your private pensions and your tax arrangements. Subsequently, this could affect your retirement plans, so it is vital to properly plan when it comes to your pension. Here […]

The 2016 Budget

The headlines The Chancellor’s Budget announcement today delivered some good prospects for doctors and dentists despite the news that economic growth predictions have been downgraded significantly on previous estimates. Nevertheless, on the plus side, there will be an increase in the personal tax allowance and higher rate tax limit, an increase in the annual ISA subscription, […]

Should I take my 25pc tax free pension now?

Before the March Budget The news this week has sent pension holders into turmoil as many now fear that the 25% tax-free lump sum, currently available on all pension pots, could be removed by the Chancellor in the March Budget. The former minister announced that this could be the next step by the government on […]

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