What Individuals Can do to Protect Their Maturing Share Schemes from Tax.

What Individuals Can do to Protect Their Maturing Share Schemes from Tax.

8th August 2017

Is it good to save in these schemes, and for those employees with schemes that have recently matured, or are due to mature soon, what can they do to reduce, or even eliminate a potential capital gains tax (CGT) liability?

Saving more now could make a real difference.

Saving more now could make a real difference.

21st July 2017

Following the recommendation by John Cridland, the government has confirmed it will raise the State Pension age from 67 to 68 between 2037 and 2039, seven years ahead of the date range originally planned.

FCA findings reflect a continued lack of understanding around new pension rules.

FCA findings reflect a continued lack of understanding around new pension rules.

19th July 2017

Over half (53%) of retirees who accessed their defined contribution pensions chose to withdraw their entire pension pots, according to the Financial Conduct Authority’s (FCA) interim findings of its ‘Retirement Outcomes Review’.

How to use income drawdown to minimise tax.

How to use income drawdown to minimise tax.

12th July 2017

There are many advantages to choosing to use income drawdown to access your pension, one of the main ones is being able to access your assets in the most tax efficient manner.

Avoid Losing Your Pension to Scams and Fraudsters.

Avoid Losing Your Pension to Scams and Fraudsters.

23rd June 2017

We share our top tips on how to avoid losing your pension to scams and fraudsters.

Ask the expert.

Ask the expert.

15th June 2017

Jonathan Watts-Lay, Director, WEALTH at work, speaks to People’s Friend magazine.

The results are in – pension polices stuck in limbo.

The results are in – pension polices stuck in limbo.

9th June 2017

The results for the UK general election have been announced. Despite failing to win a majority, the Conservatives have secured support from the Democratic Unionist Party (DUP) and will remain in power.

What has been the impact of freedom and choice in pensions?

What has been the impact of freedom and choice in pensions?

25th May 2017

Jonathan Watts-Lay, Director, WEALTH at work, a leading provider of financial education, guidance and advice in the workplace, discusses the impact of freedom and choice in pensions.

When should I retire?

When should I retire?

25th May 2017

Deciding when to retire is a complicated business. It isn’t just about whether someone can afford to retire but many other considerations including their health and that of a partners’, what they want to do in retirement and how much income they will need.

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