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How to Handle an Inheritance

How to Handle an Inheritance

If you’ve been named as a beneficiary in a will, you’ll have plenty to look forward to – and lots to think about. When will you inherit? How much will it be? Will there be any tax to pay? And how can you make best use of your inheritance. Both your s…

Your Pension – Don’t Kill the Goose!

Your Pension – Don’t Kill the Goose!

A decision on your pension can take only a moment, but you might have three decades to regret it. New market figures suggest that many people just aren’t giving this process the necessary attention, and could be damaging their retirement prospects. Y…

How to Avoid Your Pension Becoming Shipwrecked

How to Avoid Your Pension Becoming Shipwrecked

Ready to set sail for pension freedom? Then watch out for those rocks. There are more ways than ever to get the kind of retirement you dream of – but for a whole generation these are uncharted waters. Here are seven reasons why you may need an expert…

Insulate Your Money This Winter

Insulate Your Money This Winter

Did you know that we lose most of our savings through our heads? That’s right – because we don’t think about how much unnecessary tax we’re paying. Here are some ways to make sure your money is wrapped up tight, to keep out those (over) draughts. If your …

7 Ways to Trim Your Inheritance Tax Bill

7 Ways to Trim Your Inheritance Tax Bill

Is inheritance tax (IHT) still a thing? Yes, very much so. You may have heard the recent rumours of its death, in light of the government announcing a new ‘family home’ additional allowance from April 2017. This is a bit fiddly (from 2017 it will add £100,…

Lifetime ISA vs Pension – The Showdown

Lifetime ISA vs Pension – The Showdown

An intriguing new savings product has appeared on the horizon: the Lifetime ISA. Allowing tax-free saving with bonuses, both for a home and for retirement, it sounds similar in some ways to a pension. But what are the key differences?…

Have You Claimed Your Marriage Allowance Tax Break?

Have You Claimed Your Marriage Allowance Tax Break?

If we could have up to £432 for filling out a simple form, we’d all do it wouldn’t we? Well, apparently not. The marriage allowance is a tax break for married couples who meet the criteria but this has had a very poor take up. Some reports suggest that …

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