Useful Articles
Taking proactive steps in securing your child’s or grandchild’s financial future Many parents and grandparents set aside money for the next generation to help with ...
£1.3 billion pension tax relief unclaimed by pension savers over a five-year period According to recent research, higher rate and additional rate taxpayers in the ...
How bonds’ structure and tax advantages can help you pass on wealth Investment bonds offer several benefits that some investors may be missing out on, ...
Make sure you maximise your retirement income through annuity shopping When it comes to using your pension pot, buying an annuity is one option that ...
Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax ...
Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted ...
Making informed decisions about managing the funds wisely Inheriting wealth can be both a blessing and a challenge. It presents an opportunity to improve your ...
Choosing the right pension payment strategy When planning for your future, consider increasing your pension savings. But should you do this through a lump sum ...
Our health, an invaluable asset, is often overlooked or taken for granted As a parent, ensuring the wellbeing of your children is a top priority. ...
Ensure your wealth is preserved for future generations As you enter your golden years, the excitement of finally retiring may be tinged with some uncertainty. ...
Exploring why they are an attractive option to mass-affluent investors Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. ...
What is it, and why is it important? Trusting that your investments are progressing toward your objectives is vital, allowing you to concentrate on the ...
