The Best Family Trust

The Best Family Trust

Jul 21, 2022 | Blog, Financial Planning

For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...
Do I have to pay tax if I inherit a pension?

Do I have to pay tax if I inherit a pension?

Mar 5, 2018 | Blog, Retirement Planning

Over the last few years the rules if you inherit a pension have changed significantly. Unlike other areas of pension planning such as the pension annual allowance and lifetime allowance the changes to pension death benefits are certainly for the better. Different ways...
What happens to my pension if I die?

What happens to my pension if I die?

Jun 5, 2017 | Blog

  This is an interesting one as many people believe that if they have a Will in place all of their death planning is taken care of. Well actually a Will has no effect on what happens to your pension if you die. Pensions are dealt with totally separate from the...