Planning ahead

The future is uncertain. Get help and guidance on planning for your health & care, providing for your family, marriage and divorce, wills, death & probate.

News

ISA changes on the way, Halifax name to be phased out, inheritance “taboo”.

Read the latest news as it affects your personal finances.

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.

Finances

Ways to help your grown-up kids financially and not fall out.

 Parents need to tread carefully when helping with their adult children’s finances. Here’s how to do it without starting a row. 

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.

Budgeting

Budgeting tips to enjoy football’s greatest show on Earth.

Even if you’re not there, the World Cup can be a pricey affair hosting parties and attending footie-themed events. Here’s how to spend wisely. 

Celebrating
years of Saga