In this week's podcast, I chat with Paul Molloy from Box Clever Tax. His motto is "to help clients pay the correct and lowest amount of tax possible." 

#Please do check some comments made around tax rates & rules, and what is and is not allowable for tax relief, as these are important considerations#
We have a chat about owning investment via a company or in our personal names and the tax considerations around that.

Key topics

• Investing in property
• Air B & B taxation
• Pensions and the fact that he's not a fan (we'll agree to disagree)

I hope it helps.

Box Clever Tax

Atomic Habits by James Clear

Paul on LinkedIn

If you're like most people we work with, as you approach retirement , you've probably found yourself asking the question: 'How much do I need to retire comfortably?'

It’s one of the most common questions we get here at Informed Decisions, and it’s a crucial one to address, especially with the financial landscape constantly shifting!

In this podcast, we’ll break it down step by step, using an example to give you a practical sense of what your retirement might look like financially, based on prudent and best-available assumptions.

I hope it helps.

This week I take a look at Pension Adjustment Orders. 

Pension Adjustment Orders are things that none of us probably anticipate we need to know about, until we do. This week I will share the following, in the hope that it might help you or a loved-one;

• What is a Pension Adjustment Order?
• What type of pension benefits does it apply to?
• What is a Contingent Benefits Order?
• How do you divide or split the pension benefits following a PAO?

I hope it helps.