If I die what happens to my pension? asks Gary Shield Independent Financial Adviser
Saturday, March 30th, 2013
If you are a member of a money purchase plan either via an Employers pension scheme or your own personal arrangement generally the same rules apply. There are 3 different scenarios which will determine what benefits can be paid and the subsequent tax treatment. Read More
Budget proposals to be announced – Independent Financial Adviser Gary Shield, Cullimore Dutton
Wednesday, March 13th, 2013
The Chancellor’s 2013 Budget proposals are to be announced on 20 March – two weeks before the end of the tax year.
Clients wishing to review their finances before 6 April in the light of Budget proposals will have a limited window of opportunity to do so, because Easter is early this year, with Good Friday falling on 29 March and Easter day on 31st March; and the ability of financial institutions to process business will be stretched.
‘Planning for Prosperity’ Cullimore Dutton Seminar at Chester Racecourse
Friday, October 26th, 2012
Cullimore Dutton hosted another successful seminar at Chester Racecourse on 11th October. The ‘Planning for Prosperity’ Seminar hosted by Tim Parker, Residential Property Partner at Cullimore Dutton discussed topical issues around ‘planning’ in the wider sense.
Gary Shield, Independent Financial Adviser, Cullimore Dutton – discusses Year End Tax Planning
Tuesday, March 6th, 2012
Despite some high profile cases of tax avoidance, it remains a Government objective to encourage saving by providing legitimate ways of minimising tax. The end of the tax year is the ideal time to consider some of the opportunities.
Cheshire Wills & Probate Specialist Solicitors – Reasons for overturning a will
Wednesday, February 29th, 2012
Before making the decision to contest the will of a loved one, anyone considering such a step needs to understand that there are very limited legal grounds for doing so. This makes perfect sense, as a will is intended to show the wishes of only one person – the individual whose will it is. Read More
Chester Specialist Wills and Probate Solicitors – Where there’s a will, there’s a way round care home fees
Friday, January 27th, 2012
Government plans to raise the proposed lifetime cap on care fee contributions by the elderly to £60,000 have been met with a storm of protest, but those who wish to provide for care in retirement are being encouraged to take steps to protect their assets now.