Our reader needs to undertake some careful planning to ensure he doesn’t breach his pensions lifetime allowance. He is 61 and retired, with a number of sources of income.
James Baxter, managing partner at Tideway Wealth, gives his advice.
Read the full article by following the link below.
More info: www.investorschronicle.co.uk/2017/06/15/your-money/portfolio-clinic/improve-your-returns-with-some-tax-planning-n4LeNebNMm98ZDzWqoPuwK/article.html
Tideway Wealth Management Limited (TWM) is an appointed representative of Tideway Investment Partners LLP (TIP).
Tideway Investment Partners are authorised and regulated by the Financial Conduct Authority (FRN: 496214).
Tideway Investment Partners LLP is a limited liability partnership incorporated in England and Wales.
Registered address: 107 Leadenhall Street, London, EC3A 4AF, Registered number. OC343430. Tel +44 (0) 20 3143 6100.
