Archive for the Retirement Category

Time to make your New Year’s Resolutions?

Financial Plans 2017

It is hard to believe that 2017 is here already! This is the time of year when we think about the year ahead and make our New Year’s Resolutions – but what about our finances?

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Goodbye Tax Relief, Hello Age-Related Bonus?

With the Autumn Statement fast approaching, it seems that the Chancellor is once again targeting pensions as a way of raising money. A report in The Times has suggested that the Treasury is considering a revamp of pensions tax relief along the lines of what…

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Super Changes….Again!

In the 2016-17 Budget, the Treasurer announced a package of reforms designed to improve the sustainability, flexibility and integrity of the Superannuation system. The objective for the changes to Super was stated as ‘to provide income in retirement to substitute or supplement the Age Pension’. Now, following extensive consultation, the Government has decided to amend the proposals.

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Summary of Proposed changes to Supperannuation

We have detailed below the current proposals to change Super, which are due to come into force on 1st July 2017. This information, which is valid as at 15th September 2016, is subject to consultation and could be amended before enactment.

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Is Property the best investment?

A Bank of England economist says investing in houses is more profitable than pensions! This is why he’s wrong…

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Is Property The Best Investment? – Detailed Version

A Bank of England economist says investing in houses is more profitable than pensions…..This is why he is wrong – detailed version

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More Bad News for UK Pensions

Following the Bank of England’s historic decision to cut interest rates to 0.25%, as a result of the EU referendum result, gilt yields have plummeted to historic lows, with interest rates on some government bonds turning negative and this has left already struggling UK pensions reeling from the fallout…

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Brexit – What does it mean for you?

The last few weeks have produced fundamental shifts in the world we have grown used to, following the UK’s historic vote to leave the EU, but what does this mean for you and what action do you need to take to protect yourself and your wealth from its impact?

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Brexit Pension & Tax Update

The votes have been cast and counted and Britain has voted to leave the EU. We are now in uncharted territory and it will take some time to understand what this means for the UK and for expats around the world.

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Will Your Final Salary Pension Pay You What You Are Expecting in Retirement?

Final Salary (DB) pension plans were the cornerstone of employer provided retirement benefits for many years. Recently, however, issues of financial solvency have put the availability of these benefits in question.

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