For many years, pensions have been one of the most tax-efficient ways to pass wealth to the next generation. However, significant changes are coming which will fundamentally alter the way pensions are treated for inheritance tax (IHT) purposes. These changes are likely to affect …
pensions
Don’t forget the pensions when you divorce
Last week, I featured in the Financial Times speaking about pensions and this week, The Sun. Why? Well, so many people overlook the pensions when they are getting divorced and I want that to change. What's special about pensions? Pensions are an unusual asset- quite different from a …
Pension Advisory Group Second Report Released
I was delighted to be part of this project, running over several months, many pages of reading and many meetings, condensed to the final report, which can be read HERE. This is a really important piece of work in the financial area relating to divorce. Pensions are tricky beasts, often …