Family tensions over money talks – time to break the taboo

Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with 10% avoiding the topic altogether and 27% finding it uncomfortable1.  However, this reluctance to have a discussion could lead to future misunderstandings, as family members may have unrealistic expectations about their inheritance. Only 12% of wealthy individuals said they regularly […]

Dive into ’25 on top of key tax changes

A couple of months have passed since the Autumn Budget, a significant milestone for the Labour government. A comprehensive set of measures impacting individuals and businesses were announced, featuring £40bn in tax increases. Key announcements involved Inheritance Tax, Capital Gains Tax, domicile status, VAT on private school fees, Stamp Duty and Income Tax thresholds.  Inheritance […]

A few months left to maximise your State Pension

The government is encouraging individuals to take advantage of the opportunity to maximise their State Pension by filling gaps in their National Insurance (NI) records for the period between 6 April 2006 and 5 April 2018.  By making voluntary contributions, people can potentially increase their future State Pension payments. This option is available until the […]

A third of Gen X think they will never retire

Recently released research1 suggests a significant proportion of working age people are no longer planning a traditional ‘hard stop’ retirement, with 45 to 54-year-olds most likely to feel they will continue working beyond pensionable age.  Work work work  According to the survey, more than a fifth of working age adults think it unlikely they will […]

Self-employed? Remember your pension

Over one million individuals have entered self-employment since 20201, so it is important to ensure you are still planning for retirement by making regular pension contributions.  A growing sector  In 2023, there were 4.2 million people in the UK’s solo self-employed sector – 3% higher than the previous year. Overall, the solo self-employed contributed £331bn […]

Avoiding the unretirement ‘tax trap’

Research1 suggests a significant minority of over-55s either have or are planning to unretire. Worryingly, though, a majority in this group have not checked the tax implications associated with such a decision, leaving many potentially at risk of falling foul of the unretirement ‘tax trap.’  The great unretirement continues  According to the research, more than […]

Navigating a multi-retirement reality

Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered the retirement landscape significantly. Now, new trends look set to further change the face of retirement, adding complexity to the retirement planning process and making early planning ever more essential.  […]

Autumn retirement round-up

Several retirement reports have hit the headlines recently with a consistent message: if you want a comfortable retirement, you should plan early and be flexible.  Could a phased retirement approach work for you?  Research from Standard Life1 suggests a ‘gradual transition’ into retirement could be one of the best ways to boost your pension pot. […]

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