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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an…
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Are you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how long their assets need to…
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Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning…
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All the winners and losers from the 2024 Spring Budget
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better…
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Your Spring Budget update – the key news from the chancellor’s statement
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the…
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Investment market update: January 2024
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high…
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A Lasting Power of Attorney could offer protection at every life stage
Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every…
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The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters
This year the FTSE 100 index turns 40. Over the last four decades, it’s become a way to measure the health of the UK stock…
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4 excellent reasons you may want to boost your ISA now
If you haven’t used your ISA allowance for the 2023/24 tax year, it could be wise to review your options over the next few weeks…
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3 insightful research findings that could help you navigate your “second 50”
A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared…
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Retirement planning: The importance of setting out your lifestyle goals
When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a…
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The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure. Have you reviewed these…
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