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Daily Archives: March 24, 2016

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The Lifetime Allowance and Fixed and Individual Protection

The lifetime allowance is a limit on the value of payouts from your pension schemes – whether lump sums or retirement income – that can be made without triggering an extra tax charge. Any amount over your lifetime allowance that you take as a lump sum is taxed at 55%. Any amount over your lifetime…

March 24, 2016UncategorizedBy Gary Nettleingham

BREXIT-HOW WILL THIS AFFECT YOUR MONEY?

The headlines have been consumed with Brexit now that Boris has joined the leave camp along with Michael Gove and nearly half the remaining Tory MPs.  Our job is not to work out which is best for Britain but to see how to best position our portfolios so that we can benefit from the eventual…

March 24, 2016UncategorizedBy Gary Nettleingham
Catalpa Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 678645. Registered in England & Wales, Company Number 08637267. Registered Office address: Hunter House, 150 Hutton Road , Shenfield, Brentwood, Essex, CM15 8NL. Trading address: 230 Hutton Road, Shenfield, Brentwood, Essex, CM15 8PA. Telephone: 01277 887277. The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. Website created by Eseyo Web Consulting