What's on my desk right now
Posted by Flora Maudsley-Barton | January 09, 2011
At this time of year, I get lots of annuity enquiries. That gives me lots of work to do and lots of case studies to blog about. Today, I’ll tell you about Mr T.
He’s coming up for age 65 in June, so we met in November to do a bit of pre-retirement w…
Posted by Flora Maudsley-Barton | January 26, 2010
On April 6th, the earliest age people can draw pension benefits rises from 50 to 55.
If you’re 30 now, you might file that under “whatever”.
If you’re between 50 and 54 now, you might want to think about whether the change will affect you. Obviously…
Posted by Flora Maudsley-Barton | January 22, 2010
If you’re unlucky/lucky enough to be facing redundancy soon, with a big severance payment, you might well be expecting your money on 31 March? It seems to be a popular date.
Take great care in advance if you’ve got any tax planning in mind: The last d…
Posted by Flora Maudsley-Barton | September 22, 2009
I’ve four similar cases on the go at the moment, all at different stages, all investing for long-term income.
Drs H invested for income two years ago, when he retired. Our second annual review will be on Friday. I’ve begun preparing for that, with a…
Posted by Flora Maudsley-Barton | May 18, 2009
No, this isn’t a public flogging for my hubby (even though he didn’t empty the dishwasher this morning), this is about other people’s divorces.
I advise a lot of people on the financial implications and consequences of splitting up, you see.
Posted by Flora Maudsley-Barton | May 11, 2009
Tax or Money? It seems to be that simple for Mr H, an imminent recipient of a Decent-Sized Redundancy Cheque. He wants to keep the tax burden down, and needs an income. Fair enough, but where to draw the line???
That’s what I’m working out for him.…
Posted by Flora Maudsley-Barton | March 02, 2009
I’m starting this as a new category…not as much detail as a case study, just an insight into what I do every day. Today I’ve been doing mostly research for cases I’m working on…
Adam and Anita (*) are old enough to be retired, even though they’re not …
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