Pensions are supposed to represent a simple way to save for retirement. However, the presence of multiple pension pots can … Continue reading Is it time to pool your pensions into one pot?

When economic challenges arise, it can be difficult to know what to do with your money. While most would avoid … Continue reading Is now the right time to invest in gilts?

Salary expectations may have guided your choice of job as a worker and returns on investment should have informed your … Continue reading Mapping your retirement cash flow – How to get started 

The state pension age is set to increase over time to delay the retirements of countless working people. In response … Continue reading State pension age is rising sooner – What you need to know

You are likely aware of the upcoming inclusion of unspent pension pots for Inheritance Tax (IHT) calculations from 6 April … Continue reading Should I gift a lump sum from my pension to family? Understanding the Inheritance Tax implications

In a shocking turn of events, Rachel Reeves has confirmed the ISA tax that the Treasury previously deemed ‘nonsense’. From … Continue reading Treasury finally confirms a 22 per cent tax on cash interest on Stocks and Shares ISAs