Blog

The latest news and updates

Article

30 Jan 2011

Paying Education or Care fees tax effectively.

Any client who is paying any money toward educational costs (for their child or their spouse’s child) or for care fees (for any relative) could be better off exploring a trust option to make the payment, as once earmarked under a trust they will take the money outside of their own Estate for IHT purposes.

Article

21 Jan 2011

Flexible Pensions

One of the most welcome changes in the new Pensions legislation was the introduction of Flexible Drawdown.

Article

17 Jan 2011

Looking forward to your 100th Birthday?

New figures from the Department of Work and Pensions (DWP) show that over two million people who are already over age 50 will reach their 100th birthdays.

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Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

Otus Financial Ltd. registered in England and Wales company registration number 7540565.

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Blog

The latest news and updates

Paying Education or Care fees tax effectively.

Flexible Pensions

Looking forward to your 100th Birthday?

Drop us a line

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