News

Why five million over-50s are planning to keep working instead

Posted on December 12, 2017 by Peter under: News

The days of the ‘cliff edge’ retirement are over. Where you would once be working one day and retired the next, many people are starting...

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Putting off taking financial advice could be a costly mistake

Posted on December 12, 2017 by Peter under: News Savings

Have you ever talked yourself out of seeking professional financial advice? You are not alone, almost half (49%) of over-50s who are not yet retired...

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50% of Baby Boomer generation could lose money by not updating their retirement age

Posted on December 12, 2017 by Peter under: News Retirement

A study by Dunstan Thomas shows that 51% of people aged 54-71 have not told their pension providers whether their retirement plans have changed since...

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Families to pay an extra £900m Inheritance Tax by 2022

Posted on December 12, 2017 by Peter under: Inheritance Tax News

The Office for Budget Responsibility (OBR) has revealed figures which show that the estimated Inheritance Tax (IHT) payable on estates over the next five years...

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Budget 2017: first rise in Pensions Lifetime Allowance for seven years

Posted on December 12, 2017 by Peter under: News Pensions

For many people, Philip Hammond’s announcement that the Lifetime Allowance will be rising is welcome news. As part of the Autumn 2017 Budget, the amount...

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Almost half of pensioners worry about running out of money

Posted on December 12, 2017 by Peter under: News Pensions Retirement

In the third quarter of 2017, 198,000 people made withdrawals from their pension funds under Pension Freedoms, 40,000 more than in the same period of...

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Autumn Budget 2017: Were you a winner or a loser?

Posted on November 20, 2017 by Peter under: News

Every Budget has winners and losers; with some people faring better than others. So, how did you fare? Read on as we reveal whether you...

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Autumn Budget 2017: Everything you need to know

Posted on November 20, 2017 by Peter under: News

The Chancellor, Philip Hammond rose to his feet at 12.38 to deliver his second Budget of the year. The days leading up to the Budget...

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The overlooked way of reducing your Inheritance Tax (IHT) bill

Posted on November 14, 2017 by Peter under: Inheritance Tax News

Large gifts are a long-established method of reducing Inheritance Tax (IHT). However, not everyone can afford to, or wants to, give lump sums of money away....

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Millennials taking a greater interest in retirement planning

Posted on November 14, 2017 by Peter under: Retirement

Millennials. If the media is anything to go by; they are lazy, entitled narcissists. However, new research from Prudential reveals that the demographic commonly blamed...

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