- Watermark Financial Solutions Ltd.

Pension investors should reassess their savings strategy at least annually, and particularly this year, following the coalition government’s announcement of new pension rules.
Complex Measures
The new rules, which were introduced on April 6 this year, are designed to simplify the complex measures introduced by the previous government and may affect the amount you can save into, […]

Passing on wealth in a tax-efficient manner
Inheritance Tax (IHT) is an issue affecting increasing numbers of households across the country. Changes introduced in Chancellor Alistair Darling’s pre-Budget report in October 2007 have made it possible for couples and civil partners to combine their individual IHT allowances, so that it is easier for them to protect […]

Converting your pension fund into an annuity
A guaranteed pension income for life
An annuity provides you with a guaranteed income for life when you retire. You buy an annuity using a lump sum from your pension or, perhaps, some savings. Annuities remove the worry of having to budget for an unknown period of time.
You can buy […]

Life for pensioners could be about to get easier
Proposals announced to unravel a raft of complicated tax laws could make life easier for the retired.
The Office of Tax Simplification (OT S) will turn its attention to pensioners in an attempt to unravel a raft of complicated tax laws relating to them.
The OT […]