Decode the pension taper rules
Dubbed “nightmarish” by pension experts, we take a closer look at the pension taper rules designed to limit tax breaks to higher income pension savers.
3 reasons why opting for an annuity can still make sense
While annuities are not as popular as they once were, a significant number of retirees are still purchasing them. Austin Broad, group head of advice at AFH, looks at why they may be worth considering when it comes to retirement.
Creating a savings strategy based on multiple pension pots
The average British worker will have six jobs in their lifetime, with this figure rising to 12 for millennials. This can mean multiple pensions pots, which could make retirement planning complicated. Here's what you need to consider.
Is a buy-to-let investment worth it?
Multiple tax changes and the uncertainty surrounding Brexit hasn’t played in landlords’ favour, deeming a buy-to-let portfolio somewhat risky. But is all really lost?
Why seeing Pension Wise before a financial adviser might make sense
A financial adviser can help you prepare for a worry-free retirement. But before booking that all-important introductory meeting, it could prove useful to consult Pension Wise - the Government's free pension guidance service.
Top 3 tax allowances to maximise – making the most of them?
Maxed out your pensions annual allowance, put all you’re prepared to save into a pension this year but want to make the most of your capital before the tax year ends? Read on to find out about other ways to save on tax.
Why it pays to review your pension if you earn over £150,000
If you earn over £150,000, then your pension annual allowance will be subject to tapering, due to rules introduced back in 2016. Here's what you need to know about how it could affect you.
Breathe a sigh of relief this tax year-end
The 2018/19 tax year end is fast approaching, which means now is the time to review your tax position. There are certain steps you can take to ensure you remain ahead, and we start by looking at reliefs, specifically pension tax relief.