Independent Wealth Management

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Tag: Camberley

Passive vs Active Fund Management

Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost.

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ISAs for Retirement Planning

Most of us know that ISAs are an excellent and tax efficient way of accumulating wealth. During retirement, ISAs are also very useful for providing a tax efficient income to supplement your pension income.  Approaching retirement, growth funds can be switched to income yielding funds, which could also be lower risk funds.  Your accumulated ISA […]

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How to take more than 25% Pension Tax Free Cash

How Much Tax Free Cash can you take from your pension?

The usual answer to this question is 25%. However, how would you like two bites of the cherry?

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry has helped me with pension advice and monitoring.  He has been extremely professional, courteous and helpful. Thank you.

Jim Melvin

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