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

Home › Archives for Trevor Clark

Posts by Trevor Clark

Your Money Queries – 1st June

June 1st 2016  ·  Trevor Clark  ·  
  • Pensions
  • Tax
Trevor Clark

Q. In a previous reply you mentioned a service where you can trace previous pension schemes. Can you give me further details of this? A. The Pension Tracing Service is a free service run by the Department for Work and Pensions and aims to reunite people with Pension savings they may have lost track of… Read more »

Read the rest of this entry...

Your Money Queries – 20th May

May 20th 2016  ·  Trevor Clark  ·  
  • Pensions
  • Tax
Trevor Clark

Q. I am considering cashing in my personal pension fund which has a value of £20,000. Will this have any impact on my Employment Support Allowance? A. This is a very common question, and the short answer is yes, it will. If you have a pension arrangement, it will not usually be taken into account… Read more »

Read the rest of this entry...

Your Money Queries – 13th May

May 13th 2016  ·  Trevor Clark  ·  
  • News
  • Tax
Trevor Clark

Q. I have been advised that I can reduce my beneficiaries’ liability to inheritance tax by making gifts and that, up to a certain level, these will be immediately outside my estate. How does this work, and are there any pitfalls to be aware of? A. Most gifts made to, for example, your children, would… Read more »

Read the rest of this entry...

Your Money Queries – 6th May

May 6th 2016  ·  Trevor Clark  ·  
  • Family
  • Tax
  • Wills
Trevor Clark

Q. My wife and I live in a house which is worth £1.5million, so we were pleased when the Chancellor announced that an extra amount of our estate would be free from inheritance tax on our deaths. Now one of my neighbours tells me we may not qualify for this exemption. Can you explain? A…. Read more »

Read the rest of this entry...

Your Money Queries – 29th April

April 29th 2016  ·  Trevor Clark  ·  
  • Family
  • Pensions
  • Tax
Trevor Clark

Q. I have had my payslip through and the amount of National Insurance I am paying seems to have gone up considerably. Why didn’t I hear something about this, as it seems like a tax increase? A. I am guessing that you are a member of a pension scheme which was contracted-out of the State… 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

Altus Wealth Management is a trading name of Perspective (North East) Ltd Registered in England and Wales No. 04163906

Registered Address: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY

Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 150317 at https://register.fca.org.uk/.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

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

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

© 2025 Altus Wealth Management. All rights reserved.

Site delivered by Cargo Creative