Q. I am approaching retirement and I have received a letter from my pension provider detailing the level of income I am likely to receive in retirement (depending upon which of the options, detailed in their letter, I prefer). I had intended simply to take the retirement income offered by my existing pension provider; however, I… Read more »
Q. I inherited some shares from my aunt when she died in 2004. I am about to give birth to my first child and I would like to sell the shares in order to top up my maternity pay and to buy equipment for my child. Please can you tell me whether I will have… Read more »
Q. My father died recently leaving behind him a substantial estate, much of which was property and assets that he amassed whilst married to my mother (who pre-deceased him). I was always lead to believe that my father’s estate would be shared between me and my two siblings (and I have seen previous versions of… Read more »
Q. I am one of eight partners in a professional partnership. We took the decision to convert to limited liability status a few years ago. However, I understand from one of my partners that HMRC is tightening the partnership taxation rules and, as a consequence, we are unlikely to continue to be regarded as being self-employed. … Read more »
Q. You have provided some interesting information recently regarding the forthcoming reduction to the maximum amount one can save into a pension. I am several years away from retirement and, whilst my retirement savings are not yet at a level where they will exceed the threshold, I suspect that the total value of my retirement savings… Read more »