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So far Hartey Wealth Management has created 2 blog entries.

Early action avoids Inheritance Tax (IHT) after pension transfer

By | 11.2018|Uncategorised|

  A recent court ruling means the taxman has precedence to apply an IHT charge to a pension transfer made due to illness, so it is vital to act as early as possible.   THE CASE Tracy, 61, divorced Peter, 63, in January 2014. In 2016 she found out she had an incurable disease and [...]

Generation Still Taxed

By | 10.2018|Pensions|

Numbers nearly double in the last two decades With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential. Add to this the number of taxpaying pensioners nearly doubling over the last two decades, and with talk of also requiring pensioners [...]