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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On Thursday 21st May, Carbon was once again proud to be the main sponsor for The Jamie King Uro-Oncology Fund Charity Golf Day at Royal Burgess. As you will see from the photos below, the players all appeared to have a great … Continued

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What do I need to think about if I am under 75? If you want to pass wealth on to your children, grandchildren or any other beneficiary for that matter, and you are under 75, here are some of the … Continued

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New rules, new opportunities – but for whom? Last week we re-capped on the new pension rules with regards to accessing your pension funds and directing your death benefits. This week we ask the all important question: who exactly can … Continued

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Once upon a pension… and the new rules Once upon a time, a pension was simply for providing an income in retirement – dull, a bit sleepy perhaps, but necessary.  Now, a pension is not only about providing an income … Continued

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Carbon Financial Planner Richard Wadsworth is cycling from London to Brussels with a team of 20 others, including retired Carbon director Lewis Wood. The team will set off in mid-July to cycle the 300 miles in four days – “more consecutive days’ cycling than … Continued

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Proper lifetime financial planning can give you the choice. “I want to go out while I still enjoy riding and am still relatively at the top.”  AP McCoy AP McCoy, generally regarded as the greatest ever jump jockey, retires at the … Continued

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In yesterday’s Press & Journal, Barry O’Neill, Investment Director at Carbon Financial Partners discusses the different types of investment approach you have to consider in today’s market.  In particular, Barry explains the increasingly topical ‘smart beta’ approach. In the article, Barry goes back to basics … Continued

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