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Retirement planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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When should I start planning for retirement?

Given our increasingly ageing population, and just 14% of people prioritising saving for retirement, a national pensions crisis seems inevitable.

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Five facts about retirement in the 21st century

Our guest contributor Baroness Ros Altmann, CBE considers the facts about retirement, and explores the notion that the ‘magic age’ has become a thing of the past.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Pensions at a glance
14th September 2017 in Retirement planning, Wealth planning,

It’s never too early to start planning ahead or to review your existing pension arrangements, and it may be time to consider your options.

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Inheritance tax (IHT) planning top tips: how does inheritance tax planning work?
19th June 2017 in Retirement planning, Tax planning,

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.