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

Here’s how a new PM could affect the finances of the over-50s.

Andy Burnham is yet to reveal detailed tax policies. But previous comments suggest major changes could be on their way.

Pension

All you need to know about changes to the pension rules.

Pension rules are changing. If you’re retiring soon, here’s what to bear in mind. 

Finances

Financial questions that cohabiting couples should ask each other.

Cohabiting offers less legal security than other types of relationship. Here’s how it can affect a couple’s finances. 

Pension

What is a pension transfer and how does it work

Pension transfers are big business nowadays, but they’re not necessarily right for everyone. We explain how they work and run through the pros and cons. 

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.  

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