by Simon Alexander | Sep 5, 2023 | Retirement, Self Improvement, Uncategorized
Have you ever wondered why some people hold off on retiring? Well, that’s something I often see in my line of work. I see people continue to work well into their 60s and 70s out of fear of the unknown that retirement has. Today, I’m diving into five...
by Simon Alexander | Jun 29, 2023 | Retirement, Tax Planning
If you’re a higher rate taxpayer, there is a fantastic opportunity for you to reclaim an additional 20% tax on your personal pension contributions. This results in a total tax relief of 40%…how could you say no to that! This is one of the big advantages of...
by Simon Alexander | Jun 23, 2023 | Uncategorized
In this video, I delve into retirement planning strategies by analysing the client case study of John Doe who wants to retire now, at age 60. John, a healthy and active individual, earns an annual income of £70,000 but tends to allocate most of his earnings towards...
by Simon Alexander | May 30, 2023 | Financial Planner, Retirement, Self Improvement
Introduction Retirement is a big milestone that marks the start of a new chapter in life. It brings up all sorts of emotions, from excitement and anticipation to uncertainty and worry. Understanding the different stages of the retirement life cycle is important...
by Simon Alexander | Apr 20, 2023 | Retirement, Taxes in Retirement, Taxes in Retirement, Uncategorized
Introduction to the Money Purchase Annual Allowance Planning for retirement can be a daunting task, especially with the ever-changing rules and regulations surrounding pensions. The Money Purchase Annual Allowance is one such rule that can have a significant impact on...
