Articles featured in this issue:

Planning for an early retirement 

Living life to the fullest and accomplishing long-held dreams

Wealth accumulation

Valuable insights that can impact an investment strategy

Adjusting your pension plans

How could the normal minimum pension age change affect your plans?

What will your legacy look like?

Effective Inheritance Tax planning is a careful balancing act

Pre-year-end tax planning

Tax-saving actions to take before the deadline

Managing your finances as a couple

Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship

Harnessing the power of Green Pensions

One of our most potent tools in making substantial strides towards net zero

Protecting yourself from investment scams

If something sounds too good to be true, it probably is

Navigating through divorce

Safeguarding your future financial stability and preserving your wealth

The 'Bank of Family'

A £38 billion lifeline for modern parents

Young visionaries eye early retirement

The power of small changes can lead to a path to significant returns

Pension puzzle

Research highlights the gender disparity in financial engagement

The gift of giving

Distributing assets or cash without contributing to your estate's overall value for Inheritance Tax purposes

Jeopardising financial stability

Protecting you and your family’s financial future

The impact of disability on financial planning

Report highlights retirement savings must be inclusive for everyone

Health consciousness divide

Why prevention is better than cure 

Postponing retirement

An increasingly growing trend in Britain

Unpredictability of financial climates

Strategic diversification of your investments can be your first line of defence

Life’s complicated. Getting life insurance shouldn’t be

Make sure your loved ones are looked after should the worst happen

Proactive retirement planning

A growing trend among mid-lifers prioritising their future financial stability

Age is not just a number

The impact of an increased lifespan on your retirement finances

The £26 billion lost pension maze

Unclaimed pensions could mean thousands of pounds added to your retirement fund

National Insurance Contributions (NICs) 

Significant reforms and rates cut for millions of workers

Changes to the State Pension

‘Triple Lock’ to increase by 8.5% from 6 April 2024

Tax-saving measures 

What actions to review before the 2023/24 year-end?

Balancing profit and planet

Striving to use impact to boost investment returns

Time to SIPP into financial freedom?

‘I want to take charge of my retirement savings’

Succession planning, a family affair 

A delicate process that requires clear communication and effective planning

Treasure trove

£26.6 billion in forgotten pensions

A tax-efficient, flexible method for future planning

Time is running out to use your 2023/24 ISA allowance 

Financial road map for 2024

How to devise a robust plan for wealth accumulation and protection

Securing retirement

The art of de-risking

Charting your financial future

Tackling retirement anxieties requires understanding your current financial resources

Time to kickstart your retirement plans?

How to get your retirement plans in motion

Make the most of your wealth

Opening up a world of possibilities for your future

Gender pension gap

The potential barrier to reaching the same savings levels as men

Heightened interest rates increase demand for annuities

What will you do with your hard-earned pension pot at retirement?

The forgotten task on Britons' to-do list

Financial pitfalls that could easily have been avoided

Investing after retirement 

Preserving wealth for your future lifestyle 

The power of prevention

An effective financial plan acts as your protective shield

It’s good to talk

How to navigate financial conversations with your family

£32 billion hole in UK savings pots 

Rise in living costs forcing many people to dip into their financial reserves

Bridging the pension generation gap

Urgency for younger generations to access improved financial education

Articles featured in this issue:

Chancellor retains State Pension triple lock

State Pension is set for a record-breaking increase from April 2023

Don't miss the ISA deadline 

Use your tax-efficient allowance or lose it forever! 

‘Phased retirement’

Pre-retirees starting their plans but will rising living costs halt their plans?

No ‘one-size-fits-all’ protection solution

Helping you feel confident your family’s finances are secure

Menopause in the workplace

Unique retirement planning challenges women face

Taxing times

Time for a tax health check?

Time to get your retirement plans in motion?

Three in five Britons feel stressed about later life planning

Tracing old and lost pensions

Nearly half of pension holders have lost track of some of their pension pots

Millennials willing to forgo inheritance

Harder to support bigger financial commitments of older generation parents

Feeling the pinch

Women more vulnerable to cost of living crisis

Perfect storm

Major long-term ramifications for financial health and wellbeing

Show me the money

Choosing an investment style that best suits your needs

Ins and outs of CGT

Ways to potentially reduce your Capital Gains Tax liability

Planning to meet your goals

How advice can boost your financial wellbeing

What sort of lifestyle will you be able to afford?

How inflation could be impacting on your retirement plans

Impacts of climate change

Nearly two-thirds of people in the UK more concerned about climate change

Understanding pensions

A topic high up on the recruitment radar

Time to talk

Discussing Wills and trusts with adult children or dependents

Insurance that works while you can’t

Would you be able to carry on paying the bills using statutory sick pay or your savings?

Identifying any tax planning opportunities

Check your PAYE tax code

Transfer part of your personal allowance

Contribtue up to £9,000 into your Child's Junior ISA

Utilise Capital Losses

Maximise Pension Contributions

Pay Pension Contributions to save NICs

Make a Will

Leave some of your estate to charity

Make regular IHT Free Gifts

Use the IHT Marriage Exemption