Welcome to McNeil Stevens
Our Services What We Offer Our Financial Planning Services Fees and Process Need help with investments, pensions or inheritance tax planning? Not sure if you need full…
2025 UK Budget November 26th
The 2025 UK Budget will take place Wednesday November 26th. The Chancellor’s got quite the lineup this year. There is always a great deal of speculation about…
Inheritance Tax on Pensions – Review Now
In the Autumn Budget of October 2024, the UK government announced significant changes to the Inheritance Tax (IHT) treatment of pensions. The proposed measures take effect from…
Inheritance Tax: Dead Money?
‘Nothing is certain except death and taxes’ It’s one of the oldest and best known quotes from history, courtesy of Benjamin Franklin. Not much we can do…
The Holidays are Over- Time For a Financial Check Up
The holidays are over. The kids are back at school and time to attend to some of those things you’ve been putting off while there were more…
Budget 2024 – Did the Chancellor Raid Your Piggy Bank?
Back in September we wrote an article outlining some of the measures the Chancellor might take to increase taxes. We speculated that with Labour ruling out changes…
All In Order?
Organizing Your Pension Policies and Investments One of the main areas we are called on for guidance is in helping people organise their pensions and investments. Getting…
Welcome to Our New Web Site
Welcome to our new, new look, website. During the transition from the old site there may be periods when the site is down briefly or that our…
Financial Planning Admin a Nightmare?
McNeil Stevens Financial Services exists to help our clients in all areas of their financial planning and nowhere more so than in administrating, organising and simply understanding…
Changes to Pension Tax Free Cash and the Lifetime Allowance
The Scrapping of the Lifetime Allowance: What It Means for Your Pension In a landmark change to UK pension rules, the Lifetime Allowance (LTA), a cap on…