Useful Articles
Nearly half of women aged 50-65 plan to continue working in some capacity after reaching the State Pension age Years of gender-based earnings disparity have ...
Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you ...
How to help with money management and financial literacy Passing on the benefit of your experience to your children or grandchildren is crucial for their ...
Assessing your current and projected wealth, income and expenses Retirement planning is of utmost importance, regardless of your income or wealth. It ensures a steady ...
Choosing the best option for yourself or your loved ones The costs of care in later life can vary greatly and depend on a multitude ...
Greater flexibility in accessing your pension funds Pension drawdown is a flexible way of taking income from your pension, introduced after the pension freedom rules ...
Taking proactive steps in securing your child’s or grandchild’s financial future Many parents and grandparents set aside money for the next generation to help with ...
£1.3 billion pension tax relief unclaimed by pension savers over a five-year period According to recent research, higher rate and additional rate taxpayers in the ...
How bonds’ structure and tax advantages can help you pass on wealth Investment bonds offer several benefits that some investors may be missing out on, ...
Make sure you maximise your retirement income through annuity shopping When it comes to using your pension pot, buying an annuity is one option that ...
Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax ...
Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted ...
