by SJB Global | Jun 4, 2024 | Advice, Ben Eccles, Tax
To take more tax-free lump sum from a UK pension by having fixed protection in place, you need to understand the intricacies of pension protection schemes and how they interact with the tax-free lump sum rules. Here’s a step-by-step guide: 1. Understand Fixed...
by SJB Global | May 31, 2024 | Advice, Ben Eccles, Estate Planning, Protection, Regulations
Tax situation Not all clients will necessarily have a problem with IHT. In recent years, this has become more common due to the growth in stock market values and property prices, combined with a £325,000 threshold which has not increased since April 2009, albeit the...
