Wealth preservation 

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

Gender pension gap

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

Financial futures

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

How has COVID-19 affected retirement plans?

Attitudes and aspirations of this year’s retirees The coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financial situation and, for many, their plans for retirement. … Read More

Saving for your children, Q&A

“I have two children and would like to start investing for them. A relative has recently offered to give me £250 a month for each of them to invest but … Read More

Property wealth boost

Older homeowners receive £1.94 billion Older homeowners received a £1.94 billion property wealth boost in the first half of 2021, data shows[1]. More than half of the proceeds of equity … Read More