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Pensions & Retirement
January 31, 2022
How likely is my pension to hit the Lifetime Allowance and what should I do about it?
The possibility of breaching the Lifetime Allowance doesn't mean that you should stop pensions contributions
January 27, 2022
Can my Sipp cross international borders?
A reader asks if his daughter, who is resident in New Zealand, can inherit his Sipp as she would if she lived in the UK?
January 20, 2022
Will we pay IHT because the wrong pension box was ticked?
Ticking the wrong box could cost this family a large sum in IHT
January 12, 2022
How to prepare your pensions for inflation
Make sure that your retirement savings can outpace inflation
January 04, 2022
How to compare the costs of income drawdown
When choosing a drawdown plan compare the various costs of different providers to get the best deal
December 28, 2021
Will my ex-wife's Sipp be counted by the local authority?
Tax & pensions clinic
November 18, 2021
Should I delay taking my state pension?
Deferring the state pension can result in higher payments and mitigate tax
November 04, 2021
How to prepare for retirement if you live alone
If you are going to live alone in retirement, planning ahead is crucial as you don't have another income as a fall-back
October 29, 2021
Better a late pension than never
If you have little or no pension by the time you are in your 50s it could still be worth contributing to one
October 21, 2021
How much can I carry forward?
A reader asks if pension carry-forward rules discriminate against lower earners
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