Here’s why your pension could reduce your estate’s Inheritance Tax liability
2nd February 2023
Are you worried about Inheritance Tax (IHT) or how you’ll pass on your wealth to loved ones? For some people, pensions can…
Here’s why your pension could reduce your estate’s Inheritance Tax liability
2nd February 2023
Are you worried about Inheritance Tax (IHT) or how you’ll pass on your wealth to loved ones? For some people, pensions can…
Is your mindset holding you back from enjoying your retirement? Financial planning could help
When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run…
Estate planning: How to understand the value of your assets and estate
When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this…
6 feel-good news stories from 2022 to make you smile
3rd January 2023
With so much doom and gloom in the headlines every day, it can be easy to overlook the positive new stories, but…
Why a hands-off approach could make sense when you invest
While it can be tempting to actively monitor and manage your investments, taking a back seat could lead to better outcomes. There’s…
3 key autumn statement changes you need to be aware of for the new tax year
Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from…
Does “lifestyling” pensions still make sense for modern workers?
“Lifestyling” is a common way to protect your pension wealth as you near retirement. Yet, as retirement becomes far more flexible, is…
Revealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be happy during your later…
Estate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass…
5 of the best places to travel to in 2023 according to Lonely Planet
6th December 2022
Travel experts Lonely Planet have released their “Best in Travel” list for 2023. Split across five categories – eat, journey, unwind, connect,…
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