by ross | Sep 10, 2024 | Uncategorised
The cost of early withdrawal from your pension How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension pots by the time they retire, according to recent...
by ross | Sep 10, 2024 | Uncategorised
The future of retirement Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios. Over the past 50 years, a ‘hard stop’ or...
by ross | Jul 16, 2024 | Uncategorised
Caring for grandchildren How it can help you boost your State Pension Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands may be missing out on a valuable scheme that could increase their State...
by ross | Jul 16, 2024 | Uncategorised
Minimise Inheritance Tax Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated wealth. If the value of your estate is above...
by ross | Jul 16, 2024 | Uncategorised
Only two-fifths of Britons know how to boost their Pension How much money will you have for retirement, where it’s invested, and what are you being charged? According to new research[1], just two-fifths (42%) of the UK population know how to contribute more to their...
by ross | Jul 16, 2024 | Uncategorised
Downsizing in later life Research highlights what people consider before making the decision Data has revealed that while a third of over-45s (29%) say they have plans to downsize in the next five years, just 13% of over-75s have actually made the move[1]. As people...