Residence nil-rate band
8 January 2018
Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. The RNRB provides an additional...
Read More Pensions in divorce
8 January 2018
Preparing for an independent future should a relationship break down When disputes arise within families, emotions run high and rash...
Read More ‘Miss List’
8 January 2018
With retirement in your sights, what do you think you’ll miss? Spending time with family, easily having a shower or...
Read More Frugal habits!
8 January 2018
How our spending might change in retirement Living longer is a good thing, right? Most people would probably agree with that. Living longer means more time...
Read More Retirement roulette
8 January 2018
Millions of older workers pin hopes on downsizing, inheritance or lottery win Older workers are finding themselves caught in a...
Read More Funding your future lifestyle
8 January 2018
Think about the level of risk you might be willing to take with your hard-earned cash We all dream of...
Read More The bank that likes to say ‘yes’
8 January 2018
Repeated payouts to children could have a detrimental impact on your own long-term saving Many parents who are in a...
Read More Millennial outlook
8 January 2018
Pension saving high up on the list of workplace priorities Workers from the so-called ‘millennial generation’ are putting pension saving...
Read More Countdown to retirement
8 January 2018
Matching the living standards of those who have already retired Retirement can mean different things to different people. Understanding how...
Read More Investing for the future
8 January 2018
Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save...
Read More Planning the future you want
8 January 2018
Pension freedoms bring optimism and adventure to retirement Will I ever slow down? Do I have the right plans in...
Read More Time to take control of your retirement planning?
6 November 2017
Cover for A tax-free wrapper in which you hold a wide range of permitted investments you and your loved ones...
Read More Who can have a Self-Invested Personal Pension?
6 November 2017
Saving for a retirement that puts you in control of your financial future Just like any other kind of pension,...
Read More Self-Invested Personal Pension tax relief
6 November 2017
One of the most tax-efficient ways of saving for retirement Self-Invested Personal Pensions are one of the most tax-efficient ways...
Read More Making Self-Invested Personal Pension investments
6 November 2017
Flexibility over where your money is invested to fit in with your overall investment strategy Self-Invested Personal Pensions are likely...
Read More Self-Invested Personal Pension contributions
6 November 2017
Limiting the amount of contributions you can make each year which attract tax relief Every year, you receive an allowance...
Read More Giving you more control over your retirement investments
6 November 2017
Transferring other pensions into a Self-Invested Personal Pension If you have a UK registered pension scheme with another company, you...
Read More Lifetime annuity
6 November 2017
Guaranteeing you a regular retirement income for life An annuity allows you to use your pension fund to buy an...
Read More Shopping around for an annuity
6 November 2017
One-time purchase that affects your whole retirement Due to the current economic climate, it has never been more important to...
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