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Retirement

Millions make retirement trade-offs to fund children and grandchildren's university costs

Retirement

Millions make retirement trade-offs to fund children and grandchildren's university costs

Includes many delaying retirement

clock 03 June 2026 • 3 min read
'Moderate' retirement living standards out of reach for majority as savers face 'cliff-edge'

Pensions

'Moderate' retirement living standards out of reach for majority as savers face 'cliff-edge'

Costs of minimum, moderate and comfortable retirement lifestyles have all risen

clock 03 June 2026 • 4 min read
Late estate planning risks adding billions to govt's IHT coffers

Estate planning

Late estate planning risks adding billions to govt's IHT coffers

Families could face £12.3bn in ‘preventable' IHT

clock 03 June 2026 • 2 min read
Salary sacrifice changes to see 2.8 million cut back pension saving

Pensions

Salary sacrifice changes to see 2.8 million cut back pension saving

According to Freedom of Information request to HMRC

clock 01 June 2026 • 2 min read
Beyond the numbers: Understanding clients' emotional journey into retirement

Pensions

Beyond the numbers: Understanding clients' emotional journey into retirement

'Supporting clients through the transition into retirement requires far more than technical financial expertise alone'

clock 29 May 2026 • 5 min read
Labour leadership contest: What a change could mean for IHT on pensions

Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

clock 28 May 2026 • 6 min read
Why joined-up advice will add up to better outcomes

Equity release

Why joined-up advice will add up to better outcomes

'Advisers should adapt - and benefit'

clock 28 May 2026 • 4 min read
Young disabled people face £245,000 pension gap

Pensions

Young disabled people face £245,000 pension gap

PensionBee research finds

clock 27 May 2026 • 4 min read
Octopus Legacy legal arm adds private client team

Estate planning

Octopus Legacy legal arm adds private client team

Grows headcount by around a third

clock 27 May 2026 • 2 min read
IHT on pensions: 'HMRC wants to have its cake and eat it'

Tax planning

IHT on pensions: 'HMRC wants to have its cake and eat it'

IHT on pensions comes into effect in April 2027

clock 26 May 2026 • 4 min read
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