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Retirement planning is vital for ensuring that you can meet your goals for retirement, but it can be fairly easy to put off and worry about later. However, chances are that you don't want to work forever and you may already have big ideas for how you want to spend your retirement.
Are you wondering how Inheritance Tax may affect your assets and the money that you leave to your family in the future? As with many other areas of tax, there are ways in which you can minimise IHT.
We are often asked by business owners, "Can I use my pension to buy commercial property?" and for some individuals, this could be very beneficial and tax-efficient.
Pension contributions can be very tax-effective - but should these be paid from personal income or directly by your company?
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Making the leap from employment to self-employment is a hugely exciting time, but have you thought about some of the staff benefits that you are likely to lose from your employed role and how you are going to replace these?
Whilst cash savings won't fall in value, they will be impacted by inflation. On the other hand, investments could provide an effective option for your money over the longer-term, but there are risks involved.
MHA Henderson Loggie Financial Planning is a trading name of Henderson Loggie Financial Planning Ltd, registered in Scotland No SC200834, which is a wholly owned subsidiary of MHA Henderson Loggie, which is a trading name of Henderson Loggie LLP, a limited liability partnership registered in Scotland with registered number SO301630. MHA Henderson Loggie is a member of MHA, an independent member of Baker Tilly International Ltd, the members of which are separate and independent legal entities.
Registered office is The Vision Building, 20 Greenmarket, Dundee, DD1 4QB
Henderson Loggie Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
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