09 Mar

Equity release and deprivation of assets

March 22, 2022
By Joslin Rhodes
0 comments

Deprivation of assets is where a person intentionally deprives themselves of or decreases their assets to reduce ...

07 Mar

Equity Release

Equity release age limits

March 22, 2022
By Joslin Rhodes
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It’s natural to want to know what restrictions are in place when you’re considering equity release, age is one of...

06 Mar

Equity Release

Will equity release affect my benefits

March 6, 2022
By Joslin Rhodes
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The government will assess your entitlement to means-tested state benefits based on your capital, savings and inc...

01 Mar

Pension Advice

how to claim tax back on pension drawdown

March 6, 2022
By Joslin Rhodes
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One of the drawbacks of entering into a flexible drawdown is that you may be taxed at the emergency rate of 45% n...

25 Feb

Pension Advice

How long does pension drawdown take?

March 1, 2022
By Joslin Rhodes
0 comments

The time it takes to release money in the form of pension drawdown will vary depending on the type of pension fun...

21 Feb

Pension Advice

Bonus Sacrifice – How to save tax

March 1, 2022
By Joslin Rhodes
0 comments

If you’ve ever made a bonus and seen how much income tax you’ve paid then it's highly likely you’ll have wanted t...

15 Feb

Pension Advice

Pension Sharing Order

February 20, 2022
By Joslin Rhodes
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Getting divorced is a wildly unsettling time for everyone involved, in December 2000 divorce pension sharing was ...

10 Feb

Equity Release

What Is a Lifetime Mortgage?

February 10, 2022
By Joslin Rhodes
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A lifetime mortgage is a loan secured against your home, provided it is your primary residence, that you retain o...

07 Feb

Pension Advice

Independent Pension Advice

February 10, 2022
By Joslin Rhodes
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The main difference between advice and guidance is that professional advice will make clear and specific recommen...

01 Feb

Retirement Planning

Why Lifestyle Planning is the most Crucial Element of Financial Planning

February 10, 2022
By Joslin Rhodes
0 comments

One of the keys to success in financial planning is to be fully aware of what's going on in your life now and in ...

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