Happy Christmas 2023
14 December 2023
Understandably, many find the options for providing pension income and tax-free cash daunting, with many abbreviations, words and phrases that are simply gobbledegook.
The vast majority of workers in the UK are likely to be saving into a pension plan, thanks to workplace pension legislation.
Twice a year we listen to the Chancellor as they deliver their Statement or Budget, looking forward to how the finances of the UK will fare into the future based on current economic forecast.
They sound like fairly innocuous words don’t they - direction or discretion? but the difference it could make to your pension death benefits have very different tax outcomes.
This might be an important question for your loved ones as they pick up the pieces after your death.
It is always good to receive a client referral to the team at Chapters Financial. I understand that there is a saying that there is only one thing worse than being talked about, and that’s not being talked about.
Automatic enrolment – the legal requirement for an employer to enrol all eligible workers into a workplace pension and contribute to it
Established in 2004, the company has grown over the years and is now located in Tunsgate, in the heart of Guildford.