How trusts can assist in organising family wealth and safeguarding future generations Trusts have been utilised for centuries to manage and safeguard wealth, yet they remain among the least understood …
Weighing freedom, finance and fulfilment before stepping away from work early For many, the concept of early retirement represents the ultimate reward for years of hard work: more freedom, less …
Why understanding your numbers early can greatly influence your future lifestyle As life expectancy increases, retirement periods are lengthening, making careful and proactive planning vital. For many people, retiring by …
Understanding key pension limits and alternative methods to build long-term wealth The pension landscape for high-income earners has become more intricate. Frequent rule changes, tapered allowances, and strict contribution limits …
How can careful planning help you safeguard more of your wealth for future generations? Inheritance Tax (IHT) can significantly affect your estate’s worth. From April to August 2025, HM Revenue …
Why it’s essential to consider your next steps and avoid falling foul of complex rules Every year, thousands of savers take advantage of pension freedom rules to withdraw tax-free lump …
Financial challenges that could impact your income and lifestyle during your golden years Retirement signifies a fundamental shift from accumulating wealth to utilising it. After years of saving and investing, …
Even small top-ups or one-off payments could accumulate to thousands in future retirement savings Nearly a third of adults in the UK are now contributing more than the minimum into …
102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under 65, according to recent findings …
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third (38%) intending to transfer assets …