Pensions

Whether you're planning for retirement or taking your pension, we've got the information you need to help you plan ahead, make the best choices and make sure you're financially ready for the future.

IHT

Inheritance tax on pensions: should you buy an annuity?

New research highlights long‑term financial strain among some pensioners – and why it’s worth checking what help you could be entitled to.

IHT

Why HMRC is challenging more property values on IHT returns

 HMRC is questioning more property valuations on IHT returns. Find out how to avoid an investigation.

IHT

Inheritance tax on pensions: should you buy an annuity?

Find out when buying an annuity might help reduce inheritance tax.

Money

How to manage your money in uncertain times

Worried about the economy? Our guide offers practical ways you can manage your money, from savings to pensions.

Money

Middle East tensions and your money: what to do now 

 Expert tips to protect your retirement pot and household budget as Middle East tensions continue.

IHT

Do you really need to worry about inheritance tax?

Discover why confusing rules mean you may be worrying unnecessarily.

IHT

Could you claim a £1,000 marriage allowance rebate and cut this year’s tax bill?

One simple form could unlock a £1,008 lump sum and lower your tax bill for years to come. Check if you qualify. 

IHT

How spending wisely could cut your inheritance tax bill

Spending on yourself could boost wellbeing and reduce the bill your family eventually faces.