The pros and cons of putting property into your pension By: Tim Bennett 26.02.2021 Protecting property with the tax advantages of a personal pension may seem tempting. However, there are traps for the unwary, as Tim explains
What is Offshore Investing? By:Tim Bennett 17.11.2017The Paradise Papers have created another media frenzy around “offshore investing”. This week Tim Bennett demystifies a contentious concept. What is offshore investing? Few financial markets topics attract as much regular press attention as the existence of offshore jurisdictions. So, what are they and do they deserve all of …
Two ways ISA investors may avoid Inheritance Tax By: Tim Bennett 12.10.2017Individual Savings Accounts can be hit for 40% tax on death. This week Tim Bennett looks at two ways to stop this from happening. Two ways ISA investors may avoid inheritance tax “I don’t want to give all that money to the government. I’d rather …
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Retirement Saving: Lifetime ISAs vs Pensions By: Tim Bennett 04.08.2017A comparison of the Lifetime ISA with existing personal pensions as a way of saving for retirement. https://youtu.be/uUtSdTaiLCEEarlier this year the government launched the Lifetime ISA, billing it as a flexible savings vehicle that would allow first-time buyers and retirees to save money tax-efficiently. Here I focus …
How Pension Drawdown Works By: Tim Bennett 04.05.2017Tim Bennett sheds some light on a key choice facing retirees under the pension freedom rules. https://youtu.be/x8zYCyLeBDYhttps://youtu.be/x8zYCyLeBDYThe decision about how best to generate an income in retirement is a complex one for many retirees. Here we take a quick look at where the drawdown route fits in. Accumulation versus …
How Trusts Can Help to Protect Your Family Assets By: Tim Bennett 17.03.2017Tim Bennett explains the basics of trusts and how they can help with intergenerational wealth planning. https://youtu.be/ECD3k72mCgAHow trusts can help to protect your family assets Trusts can be a useful way to protect assets whilst arranging for them to be passed on between generations …
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How Useful are Enterprise Investment Schemes? By: Tim Bennett 15.12.2016Enterprise Investment Schemes offer investors generous tax breaks in return for investing in smaller, riskier firms. Here’s how they work.
The True Cost of Returning to Work By: Tim Bennett 15.12.2016How much does a person need to earn, on average, to make it worthwhile to return to work? Tim Bennett provides guidance on the often complex decision working couples may face after the birth of a child.
3 Ways Savers Can Help Their Children By: Tim Bennett 15.12.2016This short video weighs up some of the best options for families wanting to start a Children’s Savings Account.
Starter Series : What Are Shares? By: Tim Bennett 17.11.2016With the right approach, shares can be a great way to save long-term. Tim Bennett sums up their key features and risks.
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