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Writing A Will

Taking a temporary step back from the world of pensions, why worry about Wills?  When the time comes, common sense will surely...

Maximising Your New State Pension

With the vast array of changes being made to the State Pension regime, Swallow Financial Planning has prepared a series of online...

The New State Pension Scheme

As of April 2016, the new state pension scheme will become the biggest shake up in state benefits for a generation.  Whether...

Using Your Pension Plan For IHT Planning

In case you were not able to attend the CIOT tax planning seminar yesterday given by the excellent Robert Jamieson, his suggestion was to maximise pension savings as an IHT vehicle rather than an income producer.

Write A Will!

Yesterday I attended a 3 hour update from STEP on the Inheritance and Trustees Powers Act 2014.  There were some fascinating insights into some of the pitfalls when dealing with estates however such minutia is somewhat wasted on those without Wills!