The proposed ‘retirement income’ changes contained in the Spring Budget, have made pension planning very different, to what it has historically been.

Historically, for those with smaller pension pots, an annuity was seen as the ideal, no risk solution. The returns may not have been stellar, but they did provide a solution. For those with larger pension pots and prepared to take some risks, drawdown was a potential solution.

The budget however, will totally change this.

Box Financial Planning has moved offices, although not very far, as we are still in Theale!

Our new address is : -

We have now entered the 2014-2015 Tax Year!

As with anything, the new Allowances should be reviewed and utilised to the maximum. So, should you require a review, please contact us.

Well todays budget has brought forth several expected changes - and a couple of unexpected changes!

As part of providing our clients with a regular financial bulletin, we intend to publish here a summary of some of those bulletins – and should you like what you read – please contact us for a full copy of that bulletin!

Our first bulletin is on the slightly morbid subject of Death and Intestacy!