January 2019 - Fathom Financial

Pension Drawdown Rules and Regulations – An Overview

Pension DrawdownBy Mark Abley 19 January 2019

Pension Drawdown Rules and Regulations – An Overview Flexi-Pension Drawdown is an increasingly popular alternative to an annuity but some people are put off by the pension drawdown rules and regulations. They can be perceived as complex and difficult to understand. In an effort to help we have tried to provide a top level overview…

Managing Your Potential Inheritance Tax Bill

Estate PlanningBy Mark Abley 19 January 2019

Managing Your Potential Inheritance Tax Bill This post was first published on September 2016 and was updated in July 2018 and again in June 2019. The Inland Revenue collected £5.2 Billion inheritance tax in the 2017-18 tax year. The highest on record in a single tax year. Could your beneficiaries be liable to add…