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Michael Lapham discusses pensions in Optima Magazine

Michael Lapham of Mercer & Hole’s Financial Planning team features in the latest edition of Optima Magazine.

Michael poses the question of are pensions more than just a tax efficient way to save for retirement? He explores the potential tax benefits a pension can offer in terms of succession and Inheritance Tax (IHT) planning, considers the flexibility of assets which can be held in a pension, and highlights the impact of the Annual and Lifetime Allowances.

To read Michael’s article in full please click here.

Michael is part of the successful team in financial planning at Mercer & Hole, who were recently awarded the accolade of Investment Life & Pensions Moneyfacts Awards 2018 Tax & Estate Planner of the Year.

If you would like to discuss pension planning or any other aspect of financial planning, please get in touch with Michael or another member of our Financial Planning team.

 

 

Date: 25th September, 2018
Author: Mercer & Hole Media

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