Retirement

Tax Planning

Not such a taxing day: Claire Trott's round-up of the Treasury's damp squib

Tax doesn't have to be taxing

clock 23 March 2021 • 3 min read

Tax Planning

Tax Day: Treasury moves to cut IHT red tape

Announcments distinct from Budget

clock 23 March 2021 • 3 min read

Retirement

Higher rate pensions tax relief under threat? Three things your clients may call you about this week ...

Tax relief rumours

clock 22 March 2021 • 2 min read

Retirement

DWP hands out funding boost of £400,000 in retirement savings mid-life MOT trials

Schemes that help savers with later life planning as part of a government trial will receive a £400,000 funding boost, the Department for Work and Pensions (DWP) has revealed.

clock 19 March 2021 • 1 min read

Pensions

Gaudi launches white label drawdown product

Pensions and drawdown

clock 18 March 2021 • 1 min read

Featured

Martin Jones: Will pension tinkering push young savers into Lifetime ISAs?

Martin Jones looks at whether Lifetime ISAs might rise up the priority list for the millennial generation when the nation emerges from lockdown

clock 18 March 2021 • 3 min read

Pensions

SimplyBiz adds Pension Works to DB transfer panel

Outsourced referrals

clock 18 March 2021 • 1 min read

Pensions

Striking differences found on investment pathways funds - LCP

Non-advised retirees must 'look under the bonnet'

clock 17 March 2021 • 3 min read

Pensions

Just completes £1.5bn of bulk annuities and sets sights on bigger deals

23 deals during 2020

clock 17 March 2021 • 2 min read

Estate planning

Francesca Gandolfi: Using flexible trusts for later life security

Francesca Gandolfi explores the use of flexible reversionary trusts to pay for later life care

clock 16 March 2021 • 7 min read