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Building a reliable income stream for your golden years Make sure you maximise your retirement income through annuity shopping When it comes to using your pension pot, buying an annuity is one option that provides a regular and guaranteed retirement income for either your lifetime or a fixed term. However, it’s important to note that […]keep reading
Will you make the right decisions around your pension pot? Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax year in March’s Spring Budget 2023 has made defined contribution pensions even more appealing for wealth transfer. This benefits individuals […]keep reading
Preserving wealth for future generations Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately £7.09 billion British pounds in 2022/23, compared with £6.05 billion in the previous financial year. For individuals and families who have to […]keep reading
Key traits for successful wealth-building Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them. Planning allows you to […]keep reading
A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milestone.keep reading
Delaying retirement could boost your chances of a secure financial future With the persistently high inflation rate, it’s crucial for individuals nearing retirement to evaluate the impact of escalating living expenses. Adjusting or postponing retirement plans may provide enhanced financial stability in their golden years. Delaying retirement has various benefits for your financial future. It […]keep reading
If you’re under 75 and have relevant UK earnings, you can benefit from tax relief when contributing to a personal pension like a Self-Invested Personal Pension Plan (SIPP) or workplace pension scheme within the annual allowance.keep reading
Making decisions in relation to your financial affairs, health and welfarekeep reading