What next for 2019? A new tax year…

As the 31st January tax return filing deadline passes, another one looms! The 5th April signifies the end of another tax year, leaving two months to ensure your 2018/19 tax affairs are in order. Employed? Whilst the tax benefits of sacrificing salary have been restricted since April 2017, individuals can still benefit from income tax […]

Meet the Financial Planning Team – Claire Musson

Q1: Claire, one of your specialisms is retirement planning, why do you like this area of advice? The current pension rules can be very complex, so I find it very rewarding to be able to demystify them for clients and help them plan for and then achieve a comfortable retirement. Over the years I have […]

Pension Annuities

Pension annuities hit the headlines in August when interest rates rose, this means annuity rates have gone up! This is great news if you’re thinking of retiring now because you might be able to get more income. Whilst there is no longer a requirement to buy an annuity – don’t discount them. What exactly is […]

The ‘Future of Pensions’ Event

Albert Goodman partnered with the Somerset Chamber to host ‘The Future of Pensions’ event at Taunton Racecourse on Friday 27 April, with guest speaker former Pensions Minister, Sir Steve Webb. There was a brilliant turn-out of attendees for the highly-anticipated event, which began with a delicious breakfast provided by the racecourse, followed by a room […]

Using your business to retire

Have you considered using your business as a retirement vehicle? Whether planning to sell your business to a third party or gifting it to the next generation, devising a structured plan long before exit can reap benefits now as well as later. New pension freedoms mean a pension pot can not only benefit you, but also your family and […]

Pension Freedoms: Why turning 75 could prove bad for your wealth

Although widely welcomed, both by those in the wealth management profession and the clients they advise, the recent raft of reforms to pensions (sometimes known as pension freedoms) have taken the UK pensions industry by surprise, with many still struggling to cope with the sheer volume and pace of change. Most financial commentators welcomed one […]

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