What’s in a word? Direction or discretion?
15 November 2023They sound like fairly innocuous words don’t they - direction or discretion? but the difference it could make to your pension death benefits have very different tax outcomes.
They sound like fairly innocuous words don’t they - direction or discretion? but the difference it could make to your pension death benefits have very different tax outcomes.
This might be an important question for your loved ones as they pick up the pieces after your death.
It is always good to receive a client referral to the team at Chapters Financial. I understand that there is a saying that there is only one thing worse than being talked about, and that’s not being talked about.
Automatic enrolment – the legal requirement for an employer to enrol all eligible workers into a workplace pension and contribute to it
Established in 2004, the company has grown over the years and is now located in Tunsgate, in the heart of Guildford.
We have nearly reached the halfway point of the current financial year 2023/2024, and it seems a lifetime ago since the then Chancellor of the Exchequer of this time in 2022, Kwasi Kwarteng MP, delivered a Ministerial Statement entitled “The Growth Plan” to the House of Commons on 23 September 2022.
Inheritance tax can be a thorny issue and a difficult topic to consider between partners and relatives.