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Are you over prepared for retirement?

by Simon Alexander | Feb 19, 2024 | Pensions, Retirement, Taxes in Retirement, Taxes in Retirement

Are you meticulously planning every detail of your retirement? It’s great to be prepared, but what if you’ve gone too far? In this video, we explore the signs that indicate you might be overprepared for retirement. Please see below if you prefer to read the video...
Five Things to Consider Before Consolidating Your Pensions

Five Things to Consider Before Consolidating Your Pensions

by Simon Alexander | Sep 21, 2023 | Pensions, Retirement

Today, we’re diving into something that’s relatable for many of us – the world of pension consolidation. You’ve worked hard over the years. As a result, you might have a collection of different workplace and private pensions. But guess what? Not all...
Five reasons to retire as soon as you can

Five reasons to retire as soon as you can

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...
Retirement Planning: Higher Rate Pension Tax Relief

Retirement Planning: Higher Rate Pension Tax Relief

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...
The Retirement Life Cycle

The Retirement Life Cycle

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...
Demistyfing the Money Purchase Annual Allowance

Demistyfing the Money Purchase Annual Allowance

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...
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Streamline Financial Planning Ltd is registered in England & Wales No. 14231463. Registered office: 16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU. Streamline Financial Planning Ltd is an Appointed Representative of ValidPath Limited (FCA No. 197107) which is authorised and regulated by the Financial Conduct Authority. Streamline Financial Planning Ltd is entered on the Financial Services register under reference number 980675.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

About Us

Our Process

Services & Fees

Blog

Privacy Policy

Contact Us

Follow Us

  • Follow

Streamline Financial Planning Ltd is registered in England & Wales No. 14231463. Registered office: 16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU. Streamline Financial Planning Ltd is an Appointed Representative of ValidPath Limited (FCA No. 197107) which is authorised and regulated by the Financial Conduct Authority. Streamline Financial Planning Ltd is entered on the Financial Services register under reference number 980675.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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