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Four reasons to take tax-free pension cash before Budget – and when to think again
Acting early could lock in today’s generous rules. But it could also mean missing out if future changes turn out to be more ...
A prominent Labour group of which chancellor Rachel Reeves is a member has suggested more than halving the maximum amount of ...
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The Tax Rules to Consider Before Buying an Annuity
Understanding the tax implications of annuities is key when planning for retirement. Annuities, and their tax benefits, are often misunderstood by clients but also by the financial advisers and ...
If changes are proposed will they take effect immediately, or at the start of the next tax year, or do the possible changes ...
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients.
Pension savers were in an “unprecedented rush” to take their tax-free cash last year, driven by Budget rumours and inheritance tax changes – but some may be left with retirement regret. Tax-free ...
A snap poll by shows 17% of 60 to 78-year-olds either have already or intend to put their lump sum in cash savings accounts ...
Finance experts have warned pensioners against making a "knee-jerk" reaction they could regret amid swirling Budget rumours.
Pension savers have been told they may want to diversify their savings ahead of major changes in the Autumn Budget. Financial planning specialists at Capital for Life are warning that Chancellor ...
Despite being overlooked by most financial planners—largely due to zero commissions—NPS has become central to his retirement ...
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