Pension Transfer Gold Standard

Newsletter

Spring 2020 Bulletin

Please click here to access our Spring Bulletin

The highlights of this Bulletin include

  • A new world - managing the Covid-19 pandemic
  • Lessons from 5 years of pensions flexibility
  • Shifts in the savings landscape
  • The 40% overdraft challenge
  • Budget 2020 - a Budget for strange days
  • National Living Wage v the new State Pension
  • Too generous by half?
  • Overcoming the gender pensions gap
  • Key capital gains tax changes for 2020/21

We hope you find it useful and interesting.

If you have any questions about the contents of this bulletin or how any aspects of your tax and financial planning may be affected by recent changes, please get in touch with us to discuss them.

The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.

Testimonials

Michael’s presentation at the Moor Park Business Club was top class. Apart from my own views, I sat next to an IFA who was nodding all the way through your talk and commented on the excellent manner it was given. He said that he witnesses many similar presentations on similar topics but this had been the best ever witnessed.

As well as coaching individuals in Public Speaking, with an emphasis on Wedding Speeches, I work as an examiner/assessor for a Qualifications Awarding Organisation – English Speaking Board (ESB). As such I travel around the country assessing people giving presentations with view to them acquiring a professional qualification in Communication Skills. Had I been assessing you today there is no doubt you would have achieved a ‘Distinction’ in the ESB Award in Professional Presentation Skills which is at Degree level. Everything about it was excellent. I wish more people could communicate in such a professional manner as you did earlier today.

Graham Le-Gall
Specialist Wedding Speech Coach

John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.

Warren Hampton
General Manager, Networks Division at Samsung Electronics