Tag Archives: retirement planning

Will Planning

Last week I met with several families trying to put their estates in order and to plan for their eventual demise. What was very interesting was the fact that many, as well as having no Inheritance Tax Planning in place, … Continue reading

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Retirement planning

Pensions Last week I met with a couple of clients about utilising their last 3 years unused pension contributions on which they can then get 40/50% tax relief, with the new pension rules introduced recently. For some clients this can … Continue reading

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Work experience student

Last week I had a work experience student with me, Beth Cross, from Deepings School near Peterborough.  Beth wants to go to university and study, amongst other things, business studies and would love a career in Financial Services. I also … Continue reading

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