In the Autumn 2018 issue of Financial Focus, our wealth management team looks at:
- Don’t be caught by the pension tax trap
You may be over-taxed on your first pension lump sum withdrawal. - Financing a child’s future
Supporting children financially is a long-term task that could need careful planning. - Auto enrolment six years on
Workplace pension membership is rising, but will your savings be enough in retirement? - Shedding light on fund fees
Despite efforts to improve the situation, fund fees are still complex to understand. - Thinking of making lifetime gifts?
The current generous treatment of gifts could be changed in the next Budget. - The ins and outs of market indices
Successful investment strategies should remember that companies in indexes can change regularly.
You can read Financial Focus by clicking below.
For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.
BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.