Financial Planning Show

As Ghandi once said ‘The future depends on what we do in the present’ so today we are looking at getting your affairs in order for when the inevitable happens. A big part of that is making a will but theres other things to consider.

In this introductory episode on transferring wealth, we touch on main issues families are facing and questions you should start thinking about to help you plan.

In this episode Anne McClean and Dougie Cameron chat about the annual tapered allowance, as well as the annual allowance limits that can be saved into a pension each year, and the ability to carry forward unused annual allowance from the previous three tax years.

What do you need to be thinking about when you’re approaching retirement? In this episode Anne & Dougie discuss retirement planning and how peace of mind can be achieved.

In this episode, we cover all aspects of lifetime allowance planning.

Douglas Cameron, Financial Planner in our Glasgow office joins us today with Anne McClean, Financial Planner in our London office. Discussing end of year tax planning such as pensions, ISAs, personal allowance, tax reliefs to ensure you have a successful financial future.

In this episode we discuss how much money will you need to retire? This is very much a personal question that doesn’t really come with an easy answer. There’s a lot of work that goes into planning for a big event like retirement and to give yourselves the best chance we’ve covered the essential things you need to understand to make sure you are confident and able to enjoy your first day of retirement from the very start!

In this episode we’ll be discussing what impact the events of 2020 has had on financial planning.