Pensions

Private pension calculation. My relative has just retired, he will be 72 in May and pays 20% tax.. He has a small private pension which he has decided to take, showing a current valuation.£15545.00. The figures they have given are £3886.25 (tax free) leaving £11658.75 (75% to be taxed). ...
Sipp A financial company that I use for managing my Sipp are proposing a change from the AJ Bell platform to the Soderberg and Partners platform but was also informed that Soderberg and Partners had bought a 20% stake in their company. They have said that this proposal has been ...
Tax code BR If the tax code on one of my income streams for next tax year is BR (cumulative), and I want to withdraw my entire annual amount as one amount (about £35K), will this work and will I only pay 20% tax on the withdrawal?
£2880 - Can I pay in twice at 74- different tax years My wife has just turned 74 - We have just paid in this tax year - and want to pay the final year after April 2026. I assume its tax years that count but we would be paying in twice at 74
For a married couple with no children; If one spouse dies and provided no use of their tax free allowance has been used, does the allowance then pass to the living partner totalling £65k for disposal on their death according to their will?
Royal London Governed Portfolio
Royal London Governed Portfolio Governed Portfolio Growth (B) vs GRIP 5 (A) - I would be very interested to hear your thoughts regarding the choice between having your pension funds in one or the other. they appear to be very similar? Why have these x2 very close variants?

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