The latest in our retirement seminar series challenges much lazy thinking and conflicted advice about pensions to reveal a smarter framework for decision making, as part of an overall retirement goal.
read more Events by Joe ClarkThe new site incorporates Stuart Fowler’s blog to create a single forum for clear and independent thinking about personal finance.
read more News by Joe ClarkInsights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler
Thursday 23rd July
Baltic Exchange, 28 St. Mary Axe, London EC3A 8BH
6.15pm for 6.30 start
Stuart Fowler and Joseph Clark
All individuals with large pension funds who completed HMRC form APSS200 prior to the 5th April 2009 should by now have received their certificate of protection, stating the type of protection, ‘enhanced’, ‘primary’’, or ‘enhanced (dormant primary)’, that is currently in place. Used correctly, this essential document helps protect individuals from incurring a penal tax charge of 55% for exceeding the standard lifetime allowance (SLA).
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