How much do you know about your pension? Do you believe that you’re responsible for your retirement plans? In the UK, around a quarter of individuals feel that their employer, the state or a pension…
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…
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…
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 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…
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…