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.

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. 

Investing

Should you invest in stocks and shares?

Why a nationwide push wants people to start investing.

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.

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.