Property wealth boost
Older homeowners received a £1.94 billion property wealth boost in the first half of 2021, data shows. More than half of the proceeds of equity release (52%)...
How has COVID-19 affected retirement plans?
The coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financial situation and for many, their plans for retirement.
Preparing for the unexpected
If you are worried illness or injury could leave you without enough to pay bills, there are solutions to help protect your income.
Top pension tips if you’re about to retire
We spend our working lives building towards retirement. Choices we make today will have a big impact on the quality of our lives later on.
Making inheritance gifts from surplus income
If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made.
Build your own financial plan
Having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan.
Inheritance Tax
The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs receipts compared to the previous year.
How to trace multiple old pension pots
Changed job? Moved house? It’s not always easy to keep track of a pension, especially if you’ve been in more than one scheme or have changed employers throughout your career. Over time, pension schemes close, merge or become renamed.