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 ClarkInsights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler
Published in FTfm, 8th June 2008 (Article by Stuart Fowler & Chris Drew)
read more News by Stuart FowlerThe Barrister (Article by Stuart Fowler)
read more News by Stuart FowlerAll 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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