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Tag Archives: Independent
Pension changes – Annual Allowance and how it affects high earners.
There is something called the Annual Allowance which is the maximum pension contribution that an individual and employer can make into a pension. The size of this annual allowance has been reduced from £40,000 to £10,000 for those earning … Continue reading
Pension Drawdown Freedom – Windsor
The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the freedoms also come with a level of risk, particularly for that first wave of savers looking to exercise their new … Continue reading
Are you giving the Tax man lots of money?
Although, 38% of the nation thinks they’d be confident in sorting out their tax planning without help of professional advice, unbiased.co.uk’s research shows that three out of four (77%) Brits admit they haven’t done anything in the past 12 months to cut … Continue reading
Difference between Flexible and Capped Drawdown Pensions – Windsor
At retirement you have the option to move into Income Drawdown, rather than take an annuity. Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time. This … Continue reading
Financial Planning for the end of tax year – Windsor
The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading
Financial Planning – Windsor
Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading
Beware of the Dog – the importance of monitoring funds regularly
If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading
Budget 2012 Snapshot from Giles Warren Financial Ltd
Here are some of the changes in the March 2012 Budget Income Taxes Additional rate reduced to 45% from April 2013 Personal Income Tax allowance increased to £9,205 from April 2013 No changes to pension tax relief Personal tax statement … Continue reading
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Tagged Budget, Financial Adviser, Independent, Windsor IFA
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