Topic: Retirement

History lesson

Posted on April 29, 2015 by - Protection, Retirement

Inheritance Tax matters

Inheritance Tax was introduced in the UK in 1796 and stemmed from the influence of the French Revolution. The concept of IHT was supposed to protect poorer members of society and interrupt the legacy of inherited wealth. (more…)

Pension wise

Posted on March 3, 2015 by - News, Retirement

Discussing life expectancy as part of your retirement planning is key

P ension Wise, the government’s guidance guarantee service, must discuss life expectancy as part of people’s retirement planning, according to a recent Aviva report. (more…)

New landscape for later-life planning

Posted on March 3, 2015 by - News, Retirement

Making informed decisions about how to best use your savings and manage your income in retirement

More than one in four Britons (27%) expect to come under pressure to lend their family money from unlocked retirement pots when the new pension freedoms are introduced from 6 April this year, according to latest research from the Centre for the Modern Family. (more…)