Insight - The first edition of COBRA Financial Services' regular newsletter
Welcome to the first edition of the COBRA Financial Services regular newsletter ‘Insight’. We aimed to include a range of different topics that you will find interesting to read. In this edition we have covered:
An investigation of alterations in pension contributions; purchasing an annuity; lump sum death benefit; drawdown and lifetime allowance.
Tax-year end planning
A review of useful tax allowances and essential financial planning points, focusing on ISAs; Pensions; Inheritance Tax; Wills & Powers of Attorney and Capital Gains Tax.
An outline of the importance of Key Person Assurance and Partnership or Shareholder Protection
Default Retirement Age (DRA)
An explanation of the government’s intention to phase out the DRA and the impact it will have on group risk benefits.
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We hope that you find the content useful and informative.
If you would like to discuss any of the business opportunities mentioned in our newsletter, please contact me on 0208 256 1910.