House prices have reached record highs this year. While you may be pleased the value of your home is increasing, it may also mean you now need to consider Inheritance Tax (IHT). Or if IHT already plays a role in your plans, they may need updating. A combination of rising demand, the Stamp Duty holiday, […]

What are your plans for your first few years of retirement? Being able to take a tax-free lump sum from your pension can open up a whole host of possibilities. But would you be better off leaving your money invested? When Pension Freedoms were introduced in 2015, it gave retirees more flexibility. One of the […]

Every year, the State Pension triple lock is debated. The government has already ruled out scrapping the State Pension guarantee, but the pandemic could mean it costs far more than expected. If you’re a pensioner, you could see your income enjoy a record rise. What is the State Pension triple lock? The triple lock guarantees […]

Pension Awareness Day is just around the corner and is the perfect time to review your pension to make sure you’re getting the most out of it. So, ahead of 15 September, here are seven things you can do to get your pension into shape. 1. Check your pension savings Start by looking at the […]