Should you take a tax-free lump sum from your pension?
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
August 21, 2024
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
Being self-employed offers many advantages, but you may miss out on benefits worth thousands of pounds compared to your traditionally employed counterparts. Our expert advisers
As retirement approaches, one of the biggest concerns for many is ensuring they have enough savings to retire comfortably. But how do you determine what
George Square has access to a lender that has just launched a new £5k mortgage product that will allow first-time buyers to pay a minimum
Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules. George
It may feel like 2024 has just arrived, but now is an excellent time to start planning ahead for the tax year-end so you can
We’re delighted to have started the new year by welcoming two new faces to the George Square team. Sophie Nicholls has joined the George Square
George Square Financial Management shares the benefits and potential drawbacks of pension consolidation and provides an overview of the “pot for life” pension reforms announced
Most people in the UK do not have any type of financial protection. While there may be a good reason for some, in others it’s
The main reason to write a will is to ensure your wishes are carried out after you die, but did you know it could help