How to make gifts to a charity, family and friends Aside from regular Christmas presents, this year you may be considering giving money or other assets with a view to Inheritance Tax planning this festive season.

Why parents should look to Christmas investment gifts instead of toys Have you thought about gifting your children or grandchildren something different this year? Giving them a good start in … Read More

Have you made sure your plans are still on track? It’s been nearly two years since the first novel coronavirus (COVID-19) case was detected. The economic impact of the pandemic … Read More

COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half … Read More

Pandemic threatens pushing over-50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they have been the most likely … Read More

Providing an income or nest egg for your loved ones to enjoy, long after you are gone The way that you decide to take your pension will affect what you … Read More

Minimising the impact of Inheritance Tax on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs’ receipts compared to the … Read More

British women impacted at every stage of career The staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes … Read More

Xers expected to face significant challenges in retirement With many Gen Xers (those born between 1965 and 1980) having entered the job market too late to benefit from final salary … Read More

Over time, pension schemes close, merge or become renamed Changed job? Moved house? It’s not always easy to keep track of a pension, especially if you’ve been in more than … Read More