How using a trust could save UK families £300 million each year 6th March 2020

Back in 2017, more than 35,000 term life insurance policies paid out an average of more than £78,000. Nearly every claim was paid (98%) and tens of thousands of families/beneficiaries were supported following an unexpected bereavement, to the tune of £2.79 billion. However, HM Revenue and Customs figures from the same tax year (2016/17) show […]

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Silver start-ups: 6 reasons to embrace your entrepreneurial spirit in retirement

When you picture your retirement, what do you imagine? For some, it may be relaxing on holiday or spending more time with loved ones. But more retirees are choosing this time to launch a business. Whilst retirement may have once been exclusively been associated with putting your feet up and unwinding. Today, it’s a milestone […]

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Pension savers could be missing out on £830 million of unclaimed tax relief

One of the reasons why pensions are an excellent way to save for retirement is the tax relief you benefit from. Yet, figures suggest that pension savers could be missing out on millions of pounds that could boost their pension fund. What is pension tax relief? To encourage workers to save for retirement, the government […]

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How to save for retirement if you’re self-employed

Being self-employed comes with many perks, but it will mean you need to take more responsibility for your income and financial security too. From managing incoming work though to submitting tax returns, there are extra tasks you’ll be faced with. One of them is organising your pension. Most people traditionally employed will now benefit from […]

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