Financial planning week: 10 steps to take before New Year
This month marked financial planning week, which aims to showcase the benefits of financial planning, from the financial gains to improved wellbeing. To celebrate this, we’ve got a checklist of steps you should take before…
How a will can help you reduce Inheritance Tax
October is Free Wills Month, an initiative solicitors can be part of that offers free will writing expertise to over 55s to support charities. The key reason to write a will is to ensure your…
5 steps the self-employed should take to prepare for retirement
More people are becoming self-employed and it’s a step that’s been linked to improved wellbeing. But it can mean your financial security falls, particularly when looking ahead to retirement. For self-employed workers, it’s important to…
Should you take a tax-free lump sum from your pension?
Your 55th birthday, rising to 57 in 2028, often marks being able to access your pension for the first time. The opportunity to take a 25% lump sum tax-free is certainly attractive and can be…
Pension age rises to 57: What does it mean?
From 2028, you won’t be able to access your Personal Pension until the age of 57. The government’s decision could affect your retirement plans and it’s important to review what it means for your future….
Chancellor announces new Covid-19 economic support – everything you need to know
Back in July, Chancellor Rishi Sunak announced a second range of measures designed to protect the economy through the Covid-19 pandemic. His next update was scheduled to be the Autumn Statement in the coming weeks….