The retirement arena is complicated and not without its fair share of jargon. The Retirement Planner jargon buster aims to explain the facts behind these terms and will be updated on a regular basis.
Accumulation and maintenance trust These trusts are often used to benefit younger beneficiaries - for instance to pay for the education and maintenance of a settlor's grandchildren. Beneficiaries need...
On condition negotiation strategy is disclosed
Godber not joining until April
Portfolio 'stress tested' by Trump win
Architas advent calendar – 8 December
IHT’s sting in the tail