Posts Tagged "Retirement Planning"
What are ethical investments?
Ethical Investment also known as sustainable, socially conscious, “green” or Socially responsible investing (SRI), is any investment strategy which seeks to consider both financial return and social good. In general, socially responsible investors encourage corporate practices that promote environmental stewardship,...
Read More Planning for a Change of Circumstances in Farming
Have you, or will you in the future, receive a lump sum from the sale of your farm or farm land? Have you considered how your income will be affected should you choose to retire from farming? Have you considered…
Reviewing Retirement Goals and Pensions
This case study demonstrates the importance of reviewing your pension plans regularly. The problem: Pension had not been reviewed for a number of years The benefit: Knowing clearly how your pension pot will support you in retirement Suitable for: Everyone with personal pension…
What is Lifetime Allowance (LTA)?
There’s also the Lifetime Allowance (LTA), which is the maximum you can have in all your pensions without paying extra tax. For most people, from 6th April 2015 the LTA is £1.25m. In the 2015 Budget it was announced that...
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