Getting to grips with the Nil Rate Band for Inheritance Tax
Inheritance Tax (IHT) is one of the most controversial taxes and it’s one that can lead to much confusion. If you’re planning how you’ll pass your wealth on to loved ones, IHT can be difficult…
Seven signs that your investment portfolio could benefit from a review
When was the last time you reviewed your investment portfolio? It’s a task that can seem daunting and a one that’s easily forgotten about as life gets in the way. But it’s an important step…
Why are Final Salary pension transfers increasing?
More retirees with a Final Salary pension are choosing to take their money out of schemes and transfer into a Defined Contribution (DC) scheme instead. But why are they choosing to give up an income…
New Year resolutions to improve financial security
New Year is just around the corner, and what better time to make a commitment to improving your financial security in the future. Making a few financial changes next year could improve your finances in…
Approaching retirement? What to do if you don’t know your income projection
We all know we should be saving for retirement. But research suggests many of us don’t know how much we’ve put aside for life after work, even as we approach the milestone. Understanding your projected…
Looking beyond the finances when planning for retirement
Deciding to retire is a huge decision. But it’s often one that focuses on finances rather than your aspirations. However, giving up work is about a whole lot more than whether you can afford to….