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Tag Archives: Pension

Churchill Wealth Management > News > Pension

Investment into VCTs surges

dividend tax rise investment
14th December 2021 AntonyFinancial Advice, Financial Planning, Tax Reliefs0

The recently announced dividend tax rise is likely to increase demand for investment into venture capital trusts (VCTs), expert say. Read More

HMRC’s pension tax trap

Pensions
12th September 2019 AntonyPensions Planning0

Pension savers are being overtaxed at record levels when they dip into their retirement pots. More than 200,000 over-55s have clawed back nearly £500 million since pension freedoms were introduced in 2015.

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Pension-led funding for small businesses

pension
18th July 2018 AntonyPension Advice0

Despite the relatively benign economic impact to date the impact of Britain’s decision to leave the EU has had a big impact on uncertainty among businesses. Add that to a mix of higher costs, weak domestic growth and lacklustre consumer demand and it’s clear that optimism has been dampened among British small businesses.

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How to boost pension tax-free cash

Pension
10th November 2017 AntonyPension Advice0

Switching from a final salary pension to an independent plan could substantially boost the amount of tax-free cash you can take, says the Telegraph.

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Too much tax on pension withdrawals

pension
10th August 2017 AntonyPension Advice0

Up to 800,000 pensioners could be paying too much tax on their pension income, says the Telegraph. This is because the wrong tax codes are being used by HMRC, usually because the individual has more than one source of income.

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Property Winning Race For Pension Cash

18th April 2016 AntonyNews, Pension Advice0

Property is emerging as the most popular destination for cash withdrawn from a pension in the first 12 months since the at-retirement reforms.

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Churchill Wealth Management is a team of independent financial advisors / financial advisers (IFAs), investment managers, pension advisers based in Clifton, Bristol.

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Important Information: Please remember the value of your investments and any income from them may fall as well as rise and you may get back less than you originally invested.
Please be aware that the impact of taxation (and any tax relief) depends on individual circumstances. Information about tax rules is based upon our current understanding and is liable to change in the future. Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits. Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement. Equity investments do not afford the same capital security as deposit accounts.
FCA Notice: Churchill Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Regulations, levels and bases of taxation are subject to change. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Conduct Authority does not regulate taxation and trust advice. The FCA’s consumer website can be found at moneyhelper.org.uk. FCA number 670373.
Registered office: 8 College Street, Glos, GL12NE | Registered in England and Wales, Company no. 8140091
Churchill Wealth Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within linked websites. Decisions should not be taken based solely on the content of the website and individual advice should be sort first.
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