Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Q. I have 2 personal pension plans and am thinking of taking the benefits from these in the near future. I’m 52 now and have read that the age that I can use the proceeds from these plans will change in April 2010. Can you tell me more? A. Yes, you’re right, the rules will [...]
Q. I am about to invest into a personal pension plan. I’ve heard that it may be sensible to have the plan run until my 75th birthday, even though I’d probably be taking the benefits at age 60. Can you provide some guidance? A. There are a number of Inheritance Tax issues around the deferment [...]
