56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Latest News

ARE YOU SAVING ENOUGH FOR RETIREMENT?

ARE YOU SAVING ENOUGH FOR RETIREMENT? ARE YOU SAVING ENOUGH FOR RETIREMENT? It’s estimated that people aged 45 to 54 spend more time planning their summer holidays than they do planning their pension!. However, if you want to be able to enjoy holidays in retirement, then you’ll need to have […]

Income Needs in Retirement

Income Needs in Retirement Retirement presents a series of opportunities and challenges; a primary concern for many people is ensuring they don’t run out of money. A sustainable, well-structured retirement income strategy is therefore desirable for any retiree. To enjoy a comfortable old age means doing some in-depth thinking well […]

What happens to your pension pot when you die?

If you have money remaining in your pension pot If you die before you take any money from your pension, it will usually be paid as a lump sum to your beneficiaries tax-free. As long as it is less than the lifetime allowance (£1.25million in tax year 2015/16) it will […]

10 good reasons to pay into a pension before April

10 good reasons to pay into a pension before April To help, I’ve put together 10 reasons why you may wish to boost your pension pots before the tax year end. 1. Immediate access to savings for the over 55s The new flexibility from April will mean that clients over 55 […]

Pension Death tax due to be reduced

Pension Death tax due to be reduced Pensioners will be able to leave more cash to their loved ones when they die after the government announced plans to reduce the death tax on pension pots. Currently, a charge of 55% is levied on any remaining invested pension when the pension […]

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Labour calls for pension reforms review

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Pensions tax loophole under scrutiny

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UK pension plan ‘unworkable’, says expert

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Remarrying war widows can retain pensions

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Pension plans to raise tax concerns

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Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY