NEW Lifetime Individual Savings Account (LISA)

If you are aged under 40 and want to save you are in luck! From 6 April 2017, you will be able to open a LISA and contribute up to £4,000 in each tax year. Your LISA account will then receive a 25% bonus on these
contributions at the end of the tax year courtesy of the Government.

Our latest guide provides […]

Impending new lifetime allowance limit changes

If you are making high levels of pension contributions you will need to obtain professional financial advice to make sure that you know whether you will be affected by the impending new lifetime allowance (LTA) limit changes. Thousands of pension savers could be impacted by the forthcoming changes unless they act swiftly.
Your total pension savings
You should check what the value […]