Not sure whom you want to pass your pension funds on to when you die? A discretionary trust might help. You are under 75… If you know whom you want to pass your funds on to, and you are under … Continued

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We thought we’d share our latest shirt design with you today; we’ve just signed them off for production.  No, you won’t be seeing these around the office; these special shirts are being produced for an exciting challenge to raise money … Continued

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Your pension funds – their education, their first home In this series of blogs, we’ve been making the case for passing funds to beneficiaries via pension arrangements, as it allows the funds to be passed down the generations tax efficiently. … Continued

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On Tuesday 26th May Carbon was proud to once again be the main sponsor for The Bill McLaren Foundation Golf Day at The Blairgowrie Golf Club in Perthshire. As you can see from the photos, the players were blessed with … Continued

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Will George Osborne cut pension tax relief? There is a lot of speculation at the moment as to whether George Osborne will reduce pension tax relief in his second budget speech due on 8th July. Those particularly at risk are … Continued

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What do I need to think about if I am over 75? If you are 75 or over, your remaining pension funds are potentially taxable on your death, and the rate at which tax is payable depends on your situation. … Continued

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