Q. I read with interest the answer you provided to a recent question regarding the methods of dealing with pension benefits upon divorce. I am a substantial way through the divorce process myself (my wife having left me and having instigated divorce proceedings) and, thankfully, it has remained relatively amicable to date. However, my wife has… Read more »
Q. I am in the process of getting divorced. My ex-wife has sought legal advice but I am self-representing. I am happy to divide the matrimonial assets in my wife’s favour, provided that we are responsible for making our own retirement provision (as we have approximately 20 years until retirement and therefore have sufficient time to… 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 established a number of trusts so that, in the event of my death in service, my life assurance and pension savings are paid into those trusts for the benefit of my children and grandchildren (so as to enable those beneficiaries to avoid a significant inheritance tax liability in respect of those benefits). However,… Read more »
