The third in our new series of case studies for people like you. Knowing when the time is right – a case study which shows how sometimes the triggering of a specific event can act as the catalyst to start your financial planning journey. Click HERE.
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The second in our new series of case studies for people like you. Find out how we worked with David and Penny and their planning. Click HERE.
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Top tip: don’t look at the value of your portfolio too often. A reminder that both highs and lows are a fact allows us to overcome some of the concern that we may feel from time to time. Click here to view a pdf of this article.
It has long been the practice of HMRC that a transfer of pension benefits by an individual who is in serious ill health and who subsequently dies within two years of the transfer can give rise to an IHT charge in respect of the value of benefits transferred. There is now a legal case set to challenge this interpretation. DOWNLOAD HERE
