Tag Archives: inheritance

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

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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

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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

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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

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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

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