Posts by Chris Weetman
10 Questions to ask a Financial Adviser
What should you ask your new financial adviser? A list of 10 helpful questions.
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.
Flexible Pensions
One of the most welcome changes in the new Pensions legislation was the introduction of Flexible Drawdown.
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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