Financial Planner, Jamie Tocher will be a guest speaker at the Society of Trust and Estate Practitioners (STEP) North East and Cumbria Branch meeting on Thursday 8th May. Jamie will be discussing the options available in investing personal injury compensation and protecting income and assets using trusts. Jamie specialises in investment, tax and wealth management… Read more »
Q. I recently completed my self assessment tax return, with the assistance of my accountant. During our meeting, he advised me that I need to seek advice regarding my retirement planning, as the rules regarding the taxation of pensions are set to change. Unfortunately, he stated that he is not an expert on pensions and suggested… Read more »
Q. I caught the end of a radio segment recently that seemed to be stating that the rise in the state pension age was being brought forward. Is the correct and, if so, can you elaborate please? A. Certainly. It has been known for some time that the state pension age will rise to 66 in 2020… Read more »
Q. I have received a letter from my ISA provider stating that the number of funds in which I can invest has increased, however I cannot tell which additional funds have been added. Can you offer any assistance, please? A. It is impossible for me to tell you which funds have been added without seeing… Read more »
Q. I am approaching retirement but I do not feel ready to give up working just yet. I had planned to continue working beyond my normal retirement age, deferring both my occupational and state pensions in order to receive a higher pension when I do decide to retire. However, my wife has suggested that, due… Read more »
