When to sell an investment is just as important as when to buy an investment. Remember you don’t make or lose anything when you buy an investment. You make a gain or loss when you sell. Have you seen large rises in the value of your investment in the last year or...
I am speaking to more and more clients wanting to avoid the lifetime allowance charge. It’s understandable. The lifetime allowance charge can involve some big numbers. A 25% or 55% tax charge at the point you retire isn’t a nice prospect. A few weeks back I...
It’s usually best to use your ISA allowance at the start of the tax year and in case you didn’t know, we have just entered a new one. This will ensure you keep more of your investment return. If you want to keep your options open then don’t worry, a recent ISA rule...
Contributing to a pension after retirement is still perfectly possible and in fact could be very prudent in terms of your overall planning. Reducing work or stopping work all together is likely to restrict the amounts you can save so it’s important you are aware of...
Even though you may be retired and receiving your pension, everyone is still subject to pension lifetime allowance test at age 75. The lifetime allowance tax charge can be significant, potentially resulting in a big dent in your pension funds. It’s important to...
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