Do You Massively Underestimate the Cost of Retirement?

October 31, 2018
The UK’s future pensioners look set to be cash-strapped as most Brits either have no idea or are wildly underestimating the size of pension pot needed for retirement. Over one in five adults (21%) believe they only need up to £50,000 for their pension pot, totalling approximately £3,333 per year, according to research by personal […]
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Understanding “Funny Shares” to Transfer Wealth More Tax Efficiently

July 31, 2018
By Toby Hermitage, Tax Partner at Carter Backer Winter LLP One of the challenges we face today is passing on accumulated value in investment and property companies to the next generation tax efficiently. In many cases, the shares in these companies are held by older members of the family who fear that HMRC will take […]
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Retiring Soon? 4 Tips to Reduce Tax on Your Retirement Benefits

July 31, 2018
Taxes never leave you. You have to pay them when you work and will continue paying them in retirement. Taxes in retirement are calculated on your income each year as you receive it, exactly the way it worked before you retired. Retirement and tax planning is critical to estimate the amount of taxes you would […]
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What’s the Plan for Work Pensions in 2018?

December 1, 2017
Following the UK Autumn Budget last week, with no mention of any intention to fiddle with pensions, CEO Today hears from David Brooks, a specialist at Broadstone, on the 2018 prospects for work place pensions and beyond. Despite a quiet Budget, as far as pensions were concerned, the political risk on pensions remains significant. This […]
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5 Ways to Get You Closer to Non-Executive Director

September 1, 2017
So you fulfilled your role in the firm as director, manager or president and now you want to sit back and take up the non-executive mantle, but how do you make that happen? Here Ian Dormer CBE, IoD Chartered Director, and Managing Director at Rosh Engineering Ltd, talks CEO Today through the necessities and challenges […]
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What You Need to Know About Workplace Pensions Changes

August 14, 2017
CEO Today reached out to Anthony Morrow to discuss workplace pensions.
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