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Retirement & pension planning

Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.

What is the right amount to keep in savings?

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

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Do I need to protect my savings against inflation?

With inflation much higher than interest rates, the real value of cash is being eroded over time. This article explores how inflation is a danger to your cash, and what you can do to protect your wealth from its effects.

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Do you understand the true impact of inflation on your savings and investments?

How much do you think £1,000 saved in a bank account 10 years ago would be worth today in real terms – assuming you earned interest at the Bank of England base rate? We asked 1,006 high-net worth individuals the same question and their answers were surprising.

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Retirement options for high income earners

In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.

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Why is it important to understand complex pension rules?

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?

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Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.