#
  • Search
Menu
  • Home
  • About Us
  • Our Services
  • Contact Us

Home › Archives for Trevor Clark

Posts by Trevor Clark

Your Money Queries – 3rd October

October 3rd 2014  ·  Trevor Clark  ·  
  • Investments
  • Pensions
  • Retirement
Trevor Clark

Q. I am 53, and I have elected for Fixed Protection as my Pension fund is likely to exceed the Lifetime Allowance without the need for any further contributions. What other ways can I save in a tax-efficient manner? A. This is becoming a much more common question for higher earners, as the Lifetime Allowance for pension… Read more »

Read the rest of this entry...

Your Money Queries – 26th September

September 26th 2014  ·  Trevor Clark  ·  
  • Pensions
  • Retirement
  • Trusts
Trevor Clark

 Q. I am just at the point of retiring and have received a quotation from my pension provider for a pension annuity. It states the pension will be guaranteed for 5 years. I thought a pension was guaranteed for life, can you please explain? A. Most pension annuities are guaranteed for life, (unless you have specifically requested… Read more »

Read the rest of this entry...

Your Money Queries – 19th September

September 19th 2014  ·  Trevor Clark  ·  
  • Pensions
  • Retirement
  • Trusts
Trevor Clark

Q. I am one of three trustees of a trust created in my late mother’s will. I have been advised by the solicitor who drew the trust up that I need to consider whether I need to register the trust to satisfy some new rules regarding US taxpayers? What is he referring to, and do… Read more »

Read the rest of this entry...

Your Money Queries – 12th September

September 12th 2014  ·  Trevor Clark  ·  
  • Mortgage
  • Pensions
  • Retirement
  • Tax
Trevor Clark

Q. I am 59, and I am considering my retirement options. I have built up a personal pension fund of £400,000 and intend to retire from my job this time next year. I hope to carry on working after retirement, and have heard about the new flexible retirement rules which I might be able to… Read more »

Read the rest of this entry...

Your Money Queries – 5th September

September 5th 2014  ·  Trevor Clark  ·  
  • Investments
  • Pensions
Trevor Clark

Q. I have been told that I will not be eligible for the new pension rules due to come in from April 2015 as I am too young at 48. However there is apparently a way I can release funds from my pension through investing in certain schemes. Can you tell me more? A. The new… Read more »

Read the rest of this entry...
  • « Older Entries
  • Newer Entries »

News Archive

Filter posts by month

  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017

Posts by Author

View posts by author

  • Mike Gordon
  • Trevor Clark
  • Ray Prince

Find out more about us

  • Our Advisers
  • Experienced and Professional
  • Independent Financial Advisers
  • How We Manage Your Wealth

Learn more about what we do

  • Corporate Entities
  • Private Clients
  • Healthcare Professionals
Altus Wealth Management logo

Altus Wealth Management
Unit 2
Gosforth Park Avenue
Newcastle Upon Tyne
NE12 8EG

Tel: 0191 691 0321

Email: info@altuswealth.co.uk

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 - www.financial-ombudsman.org.uk

Perspective (North East) Ltd, Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Registered in England & Wales. Registration Number: No 04163906. Altus Wealth Management is a trading name of Perspective (North East) Ltd which is authorised and regulated by the Financial Conduct Authority.

  • Sitemap
  • Accessibility
  • Website Privacy Policy and Terms of Use
  • Data Protection Statement

© 2025 Altus Wealth Management. All rights reserved.

Site delivered by Cargo Creative