Why it’s important to revisit your financial plan
Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re making and ensuring it’s still suitable is essential for getting…
Inheritance Tax is on the rise: Seven ways to mitigate the bill
When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved ones and ensure they’re not stressed about paying a bill at what is…
Weighing up the pros and cons of different Pension Freedom options
Retirees are increasingly concerned about their money running out. With more responsibility placed in the hands of the individual, around how, when and how much income they’ll withdraw from their pension, it’s no surprise. Pension…
Thinking about accessing your pension at 55? You need to consider the MPAA first
With pensions available to access and spend from the age of 55, you may decide you want to make one or more withdrawals before you give up work completely. However, there are a number of…
Could the Japanese tradition of Kanreki help with your retirement planning?
What’s your approach to planning for retirement? It’s often an exciting milestone, but it may also be mixed with conflicting emotions. After all, it’s likely to signify a great change in your life and you…
Protecting your money from inappropriate investment products
It’s natural to want your hard-earned savings to grow as much as possible. However, as the saying goes ‘if something seems too good to be true, it probably is’. When we hear about people losing…