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Show me the money
102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under 65, according to recent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 …
Evolution of bonds
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 …
Unlocking financial freedom
Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with greater control over how and …
Is it time to invest in your grandchildren’s future?
Protect their future with strategic planning to leave a lasting legacy Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and stability for their futures. Whether …
How Chancellor Rachel Reeves could increase taxes
Discover what the Autumn Budget could mean for workers and pensioners The National Institute of Economic and Social Research (NIESR) has issued a stark warning. If no action is taken, …
Government considers Inheritance Tax reforms
Tightening gift-giving regulations is among the measures being considered The UK Treasury is seeking further new ways to reduce the growing deficit ahead of the much-anticipated Autumn Budget. With a …
Passing on wealth through trusts
Is it the right moment to begin safeguarding your wealth for the future? A UK trust is a legal arrangement in which one party holds and manages assets on behalf …
Why protection matters
Do you have a safety net for you and your loved ones in case the unforeseen happens? Most people prefer not to consider unexpected misfortune when thinking about the future. …
Why remaining invested supports long-term growth
Unlocking the potential of your investments and securing your financial future When it comes to growing your finances, few decisions are as crucial to long-term success as remaining invested. The …
Why has a lifetime gifting cap raised concerns?
Proposed policy would fundamentally change how wealth is transferred across generations Concerns are growing about the possible introduction of a lifetime gifting cap by the government. This could significantly alter …
Pension myths exposed
Distinguishing fact from fiction to fully utilise opportunities and secure your future Investing in a pension is a dependable and effective way to ensure a comfortable retirement. However, ongoing misconceptions …
Love and money
Are you in a ‘financial situationship’? Two topics that often come with their own sets of challenges are love and money. Yet, for more than a quarter of couples in …