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Your Money Queries – 13th March

March 13th 2015  ·  Trevor Clark  ·  
  • Bond
  • Tax
  • Trusts
Trevor Clark

Q. What is the Marriage Allowance for tax purposes? A. HMRC has released further details of what is now being called the Marriage Allowance but was previously launched as the “Transferable income tax allowance”. This is the ability for one spouse (or civil partner) to transfer up to 10% of the personal allowance (or £1,060) to their… 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 – 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 »

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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 »

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Your Money Queries – 15th August

August 15th 2014  ·  Trevor Clark  ·  
  • Pensions
  • Retirement
  • Tax
  • Trusts
Trevor Clark

Q. I am a member of the NHS Pension scheme, and I am 56. I intend to retire when I am 60, but I have a personal pension plan which I want to draw upon next year, when the rules governing personal pensions change. Is there anything I should be aware of? A. You could draw your… Read more »

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