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IHT on pensions
All pension funds will soon be subject to IHT on death. Michael explains the potentially significant impact this will have for many.
Michael Roberts FPFS
Nov 20, 20244 min read
122 views


Spring Budget Summary
A summary of the 2023 Spring Budget.
Michael Roberts FPFS
Mar 15, 20233 min read
118 views


Mini-Budget - 2 minute guide (Updated)
A quick summary of today's mini-budget.
Michael Roberts FPFS
Sep 23, 20223 min read
127 views


Autumn Statement Summary
The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Statement today. This was not a "proper" Budget; which this year took...
Michael Roberts FPFS
Oct 27, 20213 min read
41 views


Working through an Umbrella Company
In the past, many individuals have undertaken contract work through their own limited company. Following recent changes to the IR35...
Michael Roberts FPFS
May 10, 20211 min read
31 views


Budget Summary
The Budget Statement was delivered by Chancellor of the Exchequer, Rishi Sunak earlier today. It takes place following what has...
Michael Roberts FPFS
Mar 3, 20215 min read
24 views


Leaving your pension on autopilot could be dangerous
Many workplace pensions, and indeed personal pensions, set up over the years have included an option commonly referred to as...
Michael Roberts FPFS
Oct 28, 20204 min read
63 views


Pension contributions for high earners
Since 2016, individuals with income in excess of £110,000 have been subject to a piece of (in my view) bonkers legislation known as the...
Michael Roberts FPFS
Apr 17, 20205 min read
63 views

The amazing power of compound interest
Consider the following two guys. Dean and Dan. Both age 25 they have studied together at uni and are now entering the world of work. Dean...
Michael Roberts FPFS
Jan 25, 20202 min read
35 views


Inflation busting increase for State Pension
Each year the State Pension increases by the greater of CPI inflation, average wage growth or 2.5%. This is the so called “Triple Lock”,...
Michael Roberts FPFS
Oct 24, 20191 min read
16 views
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