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    04

    Dec 14

    Pension tax charge abolished sooner rather than later

    New rules will simplify the existing regime from April 2015 The Chancellor, George Osborne, has brought forward the expected announcement on the tax charge that applies to certain individuals' pensions on their death. The new rules will simplify the existing regime and come into force from April 2015, abolishing the 55% tax that applies to untouched defined contribution pension pots of people aged 75 or over, and to pensions from which money has already been withdrawn. Drawing pension money </stron...

    11

    Aug 14

    Asset Allocation

    Achieving the right balance of cash, fixed income and equities How you choose to allocate your wealth between different asset classes will be one of the most important investment decisions you ever make. Asset allocation can account for the majority of your portfolio returns over the long term, so it's essential that you achieve the right balance of cash, fixed income and equities in your portfolio. Different types of assets If you are an income investor, you need to understand that...