Today’s Expat Pensioners Dont Know How Lucky They Are

Today’s Expat Pensioners Don’t Know How Lucky They Are Death benefits: Cascading wealth through the generations Changes to UK Pensions death benefit rules give advisers a golden opportunity to open client’s eyes to intergenerational family wealth planning One of...

UK Inheritance Tax Planning IHT Changes £1m NIL Rate Band

UK Inheritance Tax Planning IHT Changes £1m NIL Rate Band Nothing about IHT planning is simple, especially not the new £1m main residence nil rate band. Zurich’s Andy Woollen explores the changes. For many years now the number of estates paying inheritance tax...

QROPS SIPP UK Pensions Income Drawdown

QROPS SIPP UK Pensions Income Drawdown The popularity of drawdown has rocketed as a result of major pension reforms meaning millions will remain invested as they get older. Lawyer Fiona Heald believes LPA is an essential part of pensions freedom. The new pension...

Expat Inheritance Tax Planning IHT

Expat Inheritance Tax Planning IHT UK Inheritance Tax Planning: IHT Changes £1m NIL Rate Band Nothing about IHT planning is simple, especially not the new £1m main residence nil rate band. Zurich’s Andy Woollen explores the changes. For many years now the number...

QROPS SIPP UK Pensions: Are Spousal Bypass Trusts Really Finished

QROPS SIPP UK Pensions: Are Spousal Bypass Trusts Really Finished Spousal bypass trusts seem to have fallen out of favour since pension death benefits were overhauled. Twenty years ago, when I worked for Scottish Widows, (and, no, I didn’t flounce around in a black...

How Much Do I Need To Retire

How Much Do I Need To Retire Sweeping reforms to retirement savings rules this year have put pensions in the spotlight, but half of UK workers still have no idea how much they have saved into a pension scheme, according to Aegon, the Dutch life assurer. And the...

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