Pension drawdown: Are you taking a sustainable income?
21st February 2022
Flexi-access drawdown can provide retirees with more freedom to create an income that suits their lifestyle. However, Financial Conduct Authority (FCA) figures…
Author: Cactus
Pension drawdown: Are you taking a sustainable income?
21st February 2022
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State Pension Review: Why it matters to your retirement plans
If you’ve yet to retire, you may give little thought to the State Pension. But the government is currently reviewing it, which…
7 different ways you can leave gifts in your will
13th January 2022
When you think about writing or updating your will, who you want to benefit from your estate is often the first consideration….
3 personal finance risks in 2022 and what you can do about them
When you look forward to the year ahead, what do you consider to be the biggest risks to your personal finances? A…
Would your family know how to make a life insurance claim?
You may have taken out a life insurance policy to provide your family with financial security if the worst should happen. If…
Why now is the perfect time to start thinking about the end of the tax year
2022 may only have just started, but now is an excellent time to start thinking about the end of the tax year….
The pension Lifetime Allowance: Why you could be closer to exceeding it than you think
The pension Lifetime Allowance limits how much you can have in pension benefits tax-efficiently. While you may think exceeding the allowance is…
5 steps that could provide financial security for your partner if you pass away
If you’re creating a financial plan as a couple, you should consider the effect one of you passing away could have. If…
Spend, save, or invest: What should you do with your child’s Christmas money?
8th December 2021
It’s that time of the year when Santa leaves gifts under the tree. As well as presents to unwrap, your child may…
40% of people worry about Inheritance Tax, but only 7% seek advice
4 in 10 people are worrying about the impact Inheritance Tax (IHT) could have on the legacy they leave behind, according to…
