How would your family cope financially if you passed away? It may be a difficult question to consider, but it could also be an important one. Understanding the challenges your family could face may mean you’re able to identify steps…
Read more...
Purchasing an annuity could provide you with a regular income throughout retirement. And rising annuity rates could help your pension savings go further. An annuity is something you buy, often with the money saved in your pension, which then provides…
Read more...
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read…
Read more...
The 30th of October Autumn Budget delivered several key announcements that will affect the financial services industry. Most notably: Removal of the exemption to inheritance tax of pension death benefits from 6th April 2027. No extension to the freeze in…
Read more...
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to…
Read more...
Halloween is just around the corner, but there’s more than ghouls and ghosts to be scared of. Sometimes, daily life can be just as frightful as the latest horror film. Here are five reassuring ways a financial plan could help…
Read more...
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from…
Read more...
The Eurozone looks as if it has entered recession with slowdowns in the major economies shrinking GDP growth to -0.1% in Q3. Germany has a Q3 GDP growth rate of -0.4%, France was 0.7% and Italy 0.04%. These figures support…
Read more...
