Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you…
Revealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be happy during…
Estate planning: What is it and why does it matter
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when…
5 useful questions to consider if you’re planning to downsize
There are many reasons why you might be thinking about downsizing. From needing less space now children have moved out…
Soaring inflation means tax breaks are less valuable. Find out why here
While many tax allowances haven’t fallen, they haven’t increased in line with inflation either. In real terms, that means they’re…
Do you have a gap in your National Insurance record? Checking now could boost your State Pension
The rules around filling in a gap in your National Insurance (NI) record are changing. From 5 April 2023, you…
Annuity rates soar 52% in 2022 and could provide security amid uncertainty
Annuity rates are rising, and they could provide retirees with a way to create a secure income during times of…
6 essential steps to take if you’re retiring in 2023
If you’re retiring in 2023, congratulations! It’s an exciting milestone that you’re no doubt looking forward to. Here are six…
Behavioural finance: 5 effective ways you can reduce the impact of bias
When you need to process information, it’s common to take shortcuts and rely on bias. It’s an approach that can…
Interest rates are finally rising for savers, but inflation can still reduce value in real terms
As interest rates start to rise for the first time in more than a decade, a report suggests that savers…