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The latest news and updates
18 Feb 2011
Consider ALL your Retirement Options
The last 20 years have seen significant changes to the options available for those retiring and taking benefits from pension schemes. Typical levels of annuity income can be 40% of 1990 levels whilst at the same time life expectancy has improved by an average of 8 years for males aged 65.
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.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.
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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