Pensions & Retirement

November 15, 2024
Markets take back seat in Reeves' first Mansion House appearance
Pensions consolidation was the focus the second year in a row, with the new chancellor pushing for greater infrastructure spending from larger funds
November 12, 2024
Aim shares in pensions could lose IHT benefits
Pensions could be subject to the full inheritance tax, regardless of where they are invested
November 07, 2024
Post-Budget financial planning dos and don'ts
And other post-Budget dos and don’ts
November 04, 2024
How to avoid inheritance tax in the post-Budget world
More people will pay more IHT in the years to come: so what now?
October 29, 2024
Retiring on your own costs more – here's how to fund it
From higher expenses to fewer tax advantages, retiring on your own is undeniably harder. But planning can help
October 29, 2024
The ultimate guide to planning your retirement
Everything you need to know about securing a comfortable retirement, from making sure you save enough to drawing income tax-efficiently
October 25, 2024
'Can my tech stocks fund an early retirement?'
Portfolio Clinic: Our reader is keen to retire early and wonders if a high-octane investment approach will help. Dave Baxter takes a look
October 21, 2024
How to prepare your finances for the 2024 Autumn Budget
In the run-up to the 30 October Budget, here are some practical steps you can take to protect your assets
October 11, 2024
'How do I invest my £117,000 lump sum?'
Portfolio Clinic: Our reader has competing aims for their cash windfall and needs help finding the right way to invest. Dave Baxter takes a look
October 09, 2024
Prepare for pension changes in the Budget
Could the chancellor touch the tax-free lump sum?

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