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Retirement & pensions

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

Advice on inheritance tax planning
19 June 2020 in Wealth/financial planning, Retirement & pensions, Inheritance

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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When should I start planning for retirement?
14 June 2020 in Retirement & pensions, Wealth/financial planning

We consider the facts and figures, and provide some top tips to help you on your way to a comfortable retirement.

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Top pension tips if you're about to retire
1 June 2020 in Retirement & pensions, Wealth/financial planning

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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The ideal time to review your financial planning arrangements
14 April 2020 in News & Views , Wealth/financial planning, Retirement & pensions

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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What to think about when reviewing your retirement plans
1 April 2020 in Retirement & pensions, Wealth/financial planning, Tax planning

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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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.