56 Fore Street, Kingsbridge, Devon, TQ7 1NY

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Tag: pension

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 […]

WealthWise Newsletter June-July 2013

Welcome to our latest issue of WealthWise; specifically designed to help you make the most of your money by keeping you up-to-date and informed with important financial news and information. In this issue, we discuss the following: Financial planning to help your child with university costs Is there a gap […]

Retirement

We will make recommendations and produce projections that ensure your pension plans are kept on track to deliver the retirement that you deserve. Please follow and like us:

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