For the second episode of the ‘Family Law Featuring…’ podcast series, Rayden Solicitors’ Senior Associate Georgina Allen recently caught up with Paul Miller, a Chartered Financial Planner to discuss the ways in which their respective areas overlap and feed into one another.
Paul Miller trading as Paul Miller Financial Planning is an Appointed Representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
Tax planning, inheritance tax planning, will writing and auto enrolment are not regulated by the Financial Conduct Authority.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
The value of units can fall as well as rise, and you may not get back all of your original investment.
The tax treatment is dependent on individual circumstances and may be subject to change in future.