IHT receipts continue their ascent
14th May, 2025
HM Revenue and Customs (HMRC) data shows IHT receipts topped £6.3bn in the eight months…
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Your pension and IHT
6th May, 2025
Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the…
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Taking steps to avoid a retirement overspend
16th April, 2025
A fifth of respondents to a survey1 have consistently spent more than they expected to…
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The changing face of retirement – as the traditional ‘hard-stop’ is consigned to history
12th March, 2025
Catalysed by the 2011 abolition of the Default Retirement Age, a combination of economic and…
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Avoiding the unretirement ‘tax trap’
18th December, 2024
Research5 suggests a significant minority of over-55s either have or are planning to unretire. Worryingly,…
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A third of Gen X think they will never retire
11th December, 2024
Recently released research1 suggests a significant proportion of working age people are no longer planning…
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Navigating a multi-retirement reality
12th November, 2024
Over the years, a number of notable trends, such as increased longevity and individuals taking…
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The equity release market – “green shoots”
13th August, 2024
According to a lifetime mortgage lender, one in five of their new equity release plans…
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Focusing on self-actualisation in retirement
25th June, 2024
To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking…
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Crafting your retirement strategy
14th May, 2024
Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have…
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