Frequently Asked Questions

Clients often refer to us on specific topics.

Here are answers to some commonly asked questions which may be of interest…

• What are the pros and cons of State Pension deferral?
• What is "A-Day"?
• What is the most I can contribute to my pension?
• What is the “lifetime allowance”?
• What are the benefits on retirement or death that can be paid?
• How are ISA Rules changing from 6th April 2008
• What is a Sipp and do I need one?
• How can I build the right sort of investment portfolio?