Pension withdrawal amounts hit a record low

25 Feb 2019

The number of pension withdrawals made by over-55s using the pension freedoms has hit a record low, according to new figures from HM Revenue & Customs (HMRC). The latest data from the tax authority shows that the average withdrawal fell

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Simple paperwork error could see thousands of parents miss out on pension contributions

25 Feb 2019

The Chair of the Treasury Committee, Nicky Morgan MP, has highlighted that more than 200,000 parents may face a smaller state pension due to a simple error involving child benefit. In order to receive the full state pension, workers need

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Bereaved spouses may be paying unnecessary tax on ISAs

25 Feb 2019

A new Freedom of Information request has revealed that last year only 21,000 people took advantage of a tax scheme that allows a surviving partner to expand their ISA allowance to include funds from their deceased spouse’s accounts. It is

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Outstanding Achievement for our Chartered Adviser & PFS Fellow, Lee Garner

17 Feb 2019

Birchwood Investment Management Ltd believes that our current and future clients deserve only the best levels of service when it comes to helping them with financial advice. Therefore, by investing in our staff and allowing them the flexibility to study,

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