Posted on April 29, 2015 by admin - 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…)
Posted on March 3, 2015 by admin - 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…)
Posted on March 3, 2015 by admin - News, Retirement
Spotlight firmly on people rolling over into the holding provider’s own annuity
The Financial Conduct Authority’s (FCA) thematic review into annuity purchases has shone the spotlight firmly on people rolling over into the holding provider’s own annuity. (more…)
Posted on March 3, 2015 by admin - News, Retirement
Two thirds of over-50s plan to lengthen their working lives
Nearly two thirds of over-50s workers would consider retraining so they could work longer in retirement, according to new research from MetLife. (more…)
Posted on March 3, 2015 by admin - 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…)