Delayed life milestones and lack of planning pose significant risks New research has revealed that five million childless households in the UK currently lack life insurance, pensions or savings[1]. This …
The vital role of Wills in estate planning Legacy planning holds different meanings for different individuals. For some, it is about ensuring their loved ones are financially secure; for others, …
Understanding your workplace pension options to navigate your next steps confidently Redundancy can be challenging and stressful, often creating uncertainty about the future. However, it can also signal the beginning …
Essential key considerations and potential pitfalls you need to know With interest rates much higher than they’ve been for many years, using your pension tax-free lump sum to pay off …
Why UK retirees are working seven years longer than planned More than half (54%) of UK retirees foresee themselves working beyond their preferred retirement age, extending their careers by an …
The impact of an increased lifespan on your retirement finances Living to the ripe old age of 100 could require an additional £260,000 in pension wealth to ensure a comfortable …
Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship Transparency is the foundation of any strong relationship, which holds true regarding financial matters. It is …
Living life to the fullest and accomplishing long-held dreams Early retirement typically signifies reaching financial autonomy before the statutory pension age, usually in the mid-60s. In the United Kingdom, retirees …
Valuable insights that can impact an investment strategy With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The investment world is equivalent to …
Effective Inheritance Tax planning is a careful balancing act Once a concern only for the very affluent, Inheritance Tax (IHT) is now an issue for many ordinary families, who may …