Pensions & Retirement

January 21, 2025
Is it worth fixing your state pension record?
A key deadline for voluntary national insurance contributions looms – but are they good value for money?
January 15, 2025
A hidden quirk of pension tax relief
This practical example shows why salary sacrifice makes things a lot easier
December 27, 2024
‘My IHT plans are in tatters after Labour’s Budget – what do I do?’
Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too
December 18, 2024
Pension confusion as HMRC blocks lump sum returns
HMRC says savers cannot return lump sums to pension pots, in blow to those who gambled on Budget changes
December 06, 2024
'Can we invest our way to £1.5mn and save the planet?'
Portfolio Clinic: Our readers want to be climate-conscious but are worried about reaching their financial goals. Holly McKechnie explores the options
December 03, 2024
Everything you need to know about retiring abroad
Hoping to live out your golden years away from rainy Britain? This guide looks at the financial and practical implications
November 29, 2024
‘Is £2.2mn enough for a comfortable retirement?’
Portfolio Clinic: Our readers seek reassurance before they take the plunge and retire. Val Cipriani looks at how they can get their savings in shape
November 27, 2024
How to protect yourself before you can't manage your finances
If you were to lose the mental or physical capability to look after your money, who could step in?
November 25, 2024
'Can I use my pension now the lifetime allowance has gone?'
Tax & Pensions Clinic: Our reader has a large pot but would like to add more. Will he incur a tax charge?
November 20, 2024
Will the IHT tax grab make annuities more attractive?
IHT changes encourage people to take more income from their pensions

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