Q. I have found your recent explanation of annuities and at retirement options very informative, especially as I am approaching retirement. I have only been a member of my employer’s money purchase pension scheme for the past few years (having had an extended career break to raise my children). My pension savings are unlikely therefore to… 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. 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 »
Q. My husband and I bought our home in 1990 and, as such, have a considerable amount of equity in the property. Our home is currently for sale, as we are planning to down-size. However, a friend has told me that the Chancellor used his autumn statement last week to introduce Capital Gains Tax on… Read more »
