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68 articles on pensions, retirement, tax and planning.
2024’s Major Update in UK State Pension
Understanding the 8.5% Increase Through ‘Triple Lock’
Maximising Your Retirement Income: What You Need to Know
Start with a Pension Review …
Embarking on Your Retirement Journey?
Initiating Your Retirement Strategy
Step into Financial Independence through SIPPs
Empowering Your Retirement Choices
Understanding UK’s National Insurance Contributions
National Insurance Contributions (NICs) are a cornerstone of the UK’s social security system, underpinning key public services…
Are you saving enough for retirement?
One in six over-55s have no pension savings yet
Bringing pensions together
What to consider if you have multiple pension pots
Building a diversified portfolio
What is it, and why is it important?
Chancellor retains state pension triple lock
State pension is set for a record-breaking increase from April 2023
Cost of living crisis
Soaring petrol costs pushed inflation to its highest level for 40 years. New research has uncovered the impact of these high fuel…
Cost of “saver inaction”
Millions of savers think inflation will leave them better off
Create a better world to live and retire in
Pension investments to harness a more sustainable planet
Don’t miss the ISA deadline
Use your tax-efficient allowance or lose it forever!
Feeling the pinch
Women more vulnerable to cost-of-living crisis
Funding the lifestyle you want
Get your retirement plans in motion
How much will you need to retire?
Quarter of savers approaching retirement at risk of not having an ‘adequate pension’
How to improve your financial health
General principles to help you attain specific goals
How to protect you and your family’s future
What kind of protection insurance do you need?
How to reduce Inheritance Tax by leaving a gift
Planning for your wealth preservation and the eventual transfer of that wealth
Inflation eating your savings?
How to benefit from tax reliefs in the current financial year
Inheritance Tax receipts reach £6.1bn
What if I could make my wealth more tax-efficient?
It’s good to talk
More young adults are more engaged about money with their parents than past generations
Managing the impact to your pension
Just two out of five have planned for inflation in retirement
Maximising Your Retirement Income
:The Importance of Exploring Annuity Option
Midlifers set to be impacted twice by the cost of living
Financial planning essential to help balance priorities
Millennials willing to forgo inheritance
Harder to support bigger financial commitments of older generation parents
No ‘one-size-fits-all’ protection solution
Helping you feel confident your family’s finances are secure
Pension poverty after divorce
Ensuring an equal division of all the assets within the matrimonial pot
Preserving wealth for future generations
Starting estate planning early and implementing it in stages is desirable
Protecting your children and securing their future
Our health, an invaluable asset, is often overlooked or taken for granted
Putting life on hold
Cost-of-living crisis delays homeownership, having children and retirement
Retirement cash flow modelling
Retirement planning is pivotal, irrespective of your income bracket. It’s the foundation for financial stability and a prosperous…
Self-employed extremely vulnerable to loss of income
81% aren’t seeking financial advice
Should I delay my retirement?
Delaying retirement could boost your chances of a secure financial future
Show me the money
How to invest your money and avoid costly mistakes
The Gender Pension Gap issue
73% of women make only minimum pension contributions, compared to 58% of men
Time to get your retirement plans in motion?
Three in five Britons feel stressed about later life planning
Unretirement
More over-50s returning to work amid cost-of-living crisis
Using your inheritance effectively
Making informed decisions to managing the funds wisely
What does inflation mean for me and my money?
How to protect and grow your wealth over time
Cost of living crunch
Chancellor Rishi Sunak has been forced to announce an emergency £350 of support per household to help with the cost of heating.…
Price of adulthood
Financial responsibilities increase significantly after 25
Starting a family
What steps to take to prepare financially
Bridging the gender pensions gap
Women left with half the pension pot, no matter the job
Cash may not be king
Deciding whether to withdraw cash from your pension pot
Maximising your investments in your 50s
Time to evaluate whether you need to modify your objectives or saving strategies?
Perfect storm
Major long-term ramifications for financial health and wellbeing
Phased retirement
Retiring early is a dream for many people and it is achievable for people who have been able to plan, save into a pension over a…
Taxing times
Time for a tax health check?
Tracing old and lost pensions
Nearly half of pension holders have lost track of some of their pension pots
Overlooking Money Meant for You?
Did you know? The latest studies reveal that high-earning taxpayers in the UK have failed to claim a staggering amount of pension…
Normal Minimum Pension Age update
Essential information for your retirement planning
Recession-proof your finances
10 practical steps to ensure your money is working hard for you
Self-employed vulnerable to financial shocks
New research highlights that 81% aren’t seeking financial advice
Signs you’re really ready to retire
No one-size-fits-all answer to this question
Tips for a healthy pension as you approach retirement
What really important retirement questions should you be asking?
Rising cost of living crisis
3 tips to maintain your financial wellbeing
Wealth vs health
More than half ignore medical advice and work despite poor health due to financial worries
Build your own financial plan
Vision without action is merely a dream
Inheritance Tax
Minimising the impact of on your estate
Preparing for the unexpected
Protection should be a core part of your financial plan
The Retirement planning journey
No matter how old you are, it’s always a good time to review your pension savings and update your retirement plan. Understanding…
Property wealth boost
Older homeowners receive £1.94 billion
UK Pensioners Underpaid
The Department for Work and Pensions (DWP) underpaid 134,000 pensioners in State Pension to the tune of £1 billion, according to…
How has COVID-19 affected retirement plans?
Attitudes and aspirations of this year’s retirees
How to trace multiple old pension pots
Over time, pension schemes close, merge or become renamed
Making inheritance gifts from surplus income
Are you making use of this useful and much under-utilised exemption?
Top pension tips if you’re about to retire
Understanding your options and putting a plan in place