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Thousands will run out of money in retirement, will you?

Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from the People’s Pension suggests that looking at the bigger…

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6 tax allowances to use before 5 April 2021 to boost your finances

The current 2020/21 tax year will end on 5 April 2021. As a new year starts, many allowances reset. For some, it will be your last opportunity to use them. Using these six allowances before the deadline can help you…

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Investment market update: December 2020

2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the year almost 13% up. It’s a reminder that while short-term…

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10 motivational books to help you get the most out of 2021

What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need it most. 1. Steve Jobs by Walter Isaacson You…

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Financial health check: How do you score?

How do you rate your financial security? When you think about your financial situation, what defines it as ‘healthy’? For 77% of Brits, financial success is having the financial freedom to do what they want without worrying, according to research…

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Have you prepared emotionally for retirement?

Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often the financial side of retirement that people focus on. It’s…

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Beware of pension trap when accessing your pension before retirement

For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can access your pension while still working, providing flexibility. However, thousands…

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How the inflation measure switch could affect your pension

From 2030, the government will stop using the retail price index (RPI) measure of inflation, instead, it will use the consumer prices index (CPI) measure. While this switch might not seem impactful, it could affect your pension income and other…

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The 2020/21 end of the tax year guide

The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you…

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Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need…

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Investment market update: November 2020

Global stock markets continued to be affected by Covid-19, but there was good news mixed among the negative. While the International Monetary Fund (IMF) warned the global economic recovery was ‘losing momentum’, markets rallied during the month based on the…

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Lasting Power of Attorney: Why is it something we put off?

Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable to make decisions. While it’s often something that’s associated with being elderly, it’s just as important…

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