Tag Archives: inheritance
Spend your wealth – why don’t you?
Can I avoid inheritance tax by taking my family on £100k trip? Yes pic.twitter.com/apjNrDmCZx — Henry Tapper (@henryhtapper) April 13, 2024 One of the issues that the youngsters have with the boomers is “wealth”. Old people own all the property … Continue reading
Jeremy’s tax bargain on inheritance tax and pensions
In an interview with the BBC, Mr Hunt refused to rule out a cut to inheritance tax, saying: “The best way that we can reduce the tax burden for everyone is to grow the economy.” If there is one thing … Continue reading
THE INHERITANCE CHALLENGE FACING WOMEN IN THE ‘SANDWICH GENERATION’
This piece has been written by my friend Una King who I first met when she was finance director of Cincom. In the early days of the Pension PlayPen, Una could be relied on to organise and orchestrate great days … Continue reading
It’s not the customers who needs to change – it’s the advice they get.
Just eight per cent of the 2,011 39-54-year olds captured in the nationwide ‘Generation X Retirement Prospects’ study commissioned by pensions specialist fintech company Dunstan Thomas, have consulted an Independent Financial Adviser in the last 12 months. These findings … Continue reading
Posted in advice gap, pensions
Tagged advice, advisor, Dunstan Thomas, inheritance, pensions
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“Look after yourselves” – tough plans for the ageing-affluent.
Ditching Dilnot’s cap Ditching Andrew Dilnot’s proposed cap on the amount we pay for our long-term later life care is the biggest attack on wealth I can remember. Protecting personal assets at £100,000 is scant comfort when the … Continue reading
Posted in pensions
Tagged andrew Dilnot, Conservative Manifeto, Dementia, inheritance, long term care, Prime Minister, Theresa May
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Don’t get fooled by the phoney pension giveaway
The phoney give-away The most accurate measure for the success of private pensions in the UK is the replacement ratio; a measure of what percentage of people’s pre-retirement income is replaced by savings specifically for retirement. Steve Webb and the … Continue reading
Posted in annuity, Politics, Public sector pensions
Tagged annuity, Business, Business and Economy, CDC, corporate governance, corporate risk, DB, dc pensions, defined benefit, DWP, Employment, Financial services, George Osborne, Government, inheritance, Osborne, pension, pensions, Politics, pooling, Retirement
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