Knowledgebase
Welcome to Path’s online knowledgebase. Explore the topics below to quickly find the help or information you’re looking for.
For anything else, please get in touch.
Pensions
PENSION TYPES
- Children’s pensions
- Defined benefit (or final salary) pensions
- Workplace pensions
- Personal pensions
- Self-Invested Personal Pensions (SIPPs)
- The state pension
PENSIONS TECHNICAL
- Annual allowance limits
- Busting myths about pensions
- Increases to pension age and new normal minimum pension age
- Pension freedoms
- Pension withdrawal methods
RETIREMENT PLANNING
- Delaying retirement
- Generating income from investments throughout your retirement years
- Importance of a retirement wealth check
- Retirement goal setting
- Retirement planning
- Reviewing your retirement plan
- Staggered retirement
- Taking control of your retirement plans
- What can I do with my pension?
- What happens to my pension on death?
PENSIONS OTHER
Investments
Growing your wealth
GOAL BASED INVESTING
- Cash flow modelling
- Creating a financial roadmap
- Investment objectives
- Timescales and market activity and the impact of losses
- ‘What if’ scenarios
LEGACY PLANNING
- Discussing legacy planning with your loved ones
- Inheritance Tax (IHT)
- Inheritance Tax Residence Nil Rate Band (RNRB)
- Lasting power of attorney
- Lifetime transfers
- Making a Will
- Preserving wealth for future generations
- Protecting your assets for the next generation
- Slicing up your wealth pie
TRUST PLANNING
Other
BUSINESSES AND CHARITIES
- Business exit strategy planning
- Corporate investment strategies
- Investment Management Committee services
MISCELLANY
A COLLECTIVE CALL FOR CHANGE
Our accreditations and memberships
RISK WARNING
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.