Inheriting A Pension

Inheriting A Pension

Inheriting a pension can be one of the most tax efficient ways of receiving wealth from a loved one.   A pension has become an inheritance super tool but, whilst you need to ensure you have the right pension structure set up to leave it behind, you also need to ensure...
Just How Flexible Is Pension Drawdown?

Just How Flexible Is Pension Drawdown?

I was sitting with a client the other day who is about to retire aged 55. For the next 17 years he is planning to use his personal pension as a source of income until his State Pension starts. We were going through the different ways he can make withdrawals from his...
Pension options for the self-employed

Pension options for the self-employed

Pension options for the self-employed Although quitting your job and going it alone can be an exciting time, one of the major downsides is loss of pension contributions from your employer and therefore in this video Chartered Financial Planner Carl Roberts explains...