Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Tweet Q. I am concerned that I may have exceeeded the pensions annual allowance of £50,000 in the tax year 2011/12. I am aware of the ‘carry forward’ facility that will enable me to use up unused allowance (assuming there is any) in the previous 3 years. How can I obtain the necessary figures for the previous [...]
Tweet In the latest issue of our printed quarterly publication, On Track, we discuss changes in pension limits that further restrict the amounts you can shelter from tax, namely the Annual Allowance and the Lifetime Allowance. Make no mistake, these changes will hit many doctors and dentists, all of whom have been simply trying to [...]
Tweet No doubt you are aware that more proposed changes to pensions has been announced by the Government. The good news is that the Coalition has attempted to simplify matters, which is very welcome after Labour’s legacy of the anti-forestalling legislation (how complicated does it need to be?). Let’s take a look at the main [...]
