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Your Money Queries – 30th January

January 30th 2015  ·  Trevor Clark  ·  
  • Investments
  • Pensions
  • Protection
  • Tax
Trevor Clark

Q. I am a pensioner with an annual income of about £13,500. Will I be able to benefit from the new 0% starting rate for tax? A. Yes with any savings income. From 6 April 2015 the 10% rate that currently applies to savings income falling within the starting rate band of £2,880 will be abolished and… Read more »

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Your Money Queries – 12th December

December 12th 2014  ·  Trevor Clark  ·  
  • Investments
  • Pensions
  • Protection
Trevor Clark

Q. I have received an inheritance. Can I pay some money from it into my personal pension, in order to get tax relief? As I am 53, I will be able to access the fund in a couple of years, so it might increase the size of my fund substantially. A. This is one of those… Read more »

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Your Money Queries – 31st October

October 31st 2014  ·  Trevor Clark  ·  
  • Investments
  • Mortgage
  • Pensions
  • Protection
Trevor Clark

Q. I am almost 70 and have been a widow for over 20 years. One of my sons is living and working in the Republic of Ireland near Dublin and I am considering selling my house in England and buying a house near to where he lives. I am in no rush but am currently weighing… Read more »

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Your Money Queries – 24th October

October 24th 2014  ·  Trevor Clark  ·  
  • Protection
  • Trusts
Trevor Clark

Q. I am 83. My neighbour has told me that she has given her house away to her son through a trust to protect it from being taken by the local authority if she goes into care. Is this a good idea? A. Unfortunately, it is not quite as simple as that. The main problem is that… Read more »

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Your Money Queries – 17th October

October 17th 2014  ·  Trevor Clark  ·  
  • Compulsory Workplace Pensions
  • Pensions
  • Protection
Trevor Clark

Q. I have benefits in a final salary pension scheme. I like the sound of the new rules whereby I can draw the fund as a lump sum, as I want to buy a holiday cottage. How do I go about this? A. The new rules offering greater flexibility to draw your fund all at once… Read more »

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