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.

Pension

How pension rules change when you reach age 75.

Your 75th birthday is a cause for celebration and is also the moment when certain pension rules change.

Wills

Best ways to store a will

Being unable to find a will is a problem for executors and beneficiaries alike. Here’s how best to store the paperwork and keep tabs on it.  

Pension

How to move up the retirement lifestyle ladder.

Achieving a comfortable retirement seems unlikely for many. But it’s possible with careful pension planning.

Retirement

The key retirement question couples need to ask

Why it’s crucial for a couple to decide who retires first  

IHT

How to shield your pension from IHT scams

With new rules coming in covering pensions and IHT, here’s how to stop scammers from getting their hands on your savings.

Bereavement

Dealing with investments in the event of a death

How to organise investments when a family member or loved one dies.

Work

Make the most of salary sacrifice schemes

Salary sacrifice rules are changing which could limit the tax benefits scheme members have enjoyed up till now. 

Will

Must-read guide to writing a dispute-proof will

In the event of someone’s death, the last thing loved ones need is a row over the will. Here’s how to avoid a distressing situation.

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