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Tuesday November 21st, 2017 

News Archive - September 2014

The rebirth of pensions

29/9/2014

I have to say that I am quite excited about the future of personal pensions.

Another planned change to pension legislation has hit the headlines.  As usual, the papers use emotive language to announce that pension pots will be able to be ‘passed down to future generations’ without the application of a ‘death tax’.

In reality, the new rules will be considerably more complex than that. However, I think that in the future a personal pension will be seen more as a retirement account where people can save for the future and benefit from some great tax savings, without worrying that any left over fund will be lost to them and their family when they die.

The rule change will offer more attractive options than before - but getting proper regulated financial advice on these matters (even if you are 95% sure that you understand) is a good way to minimise the chance of a nasty surprise in the future.

An adviser can suggest options for you that you may not have thought of, especially since the rules changed. Good advice pays for itself many times over.       

Please contact Mulberry Financial for a free meeting to see if we could work together.

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