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Retirement

Myth-busting HNW clients' most common misconceptions

Tax planning

Myth-busting HNW clients' most common misconceptions

‘I heard it from my mate down the pub…’

clock 13 March 2025 • 5 min read
SSASs and developing property: Everything advisers need to know

Pensions

SSASs and developing property: Everything advisers need to know

Property development within a SSAS ‘huge benefit for SME business owners’

clock 12 March 2025 • 5 min read
M&G launches fixed term annuity as it re-enters market

Income

M&G launches fixed term annuity as it re-enters market

Fixed term of between five and 15 years on £10,000 minimum lump sum

clock 12 March 2025 • 2 min read
L&G reports record annuity sales of £2.1bn for 2024

Income

L&G reports record annuity sales of £2.1bn for 2024

New business sales of annuities up 48%

clock 12 March 2025 • 3 min read
Annuity rates surge again as market sees continued revival

Income

Annuity rates surge again as market sees continued revival

Annuity rates see 70% increase compared to four years ago

clock 11 March 2025 • 3 min read
Passing on wealth: How IHT changes will affect pension planning

Tax planning

Passing on wealth: How IHT changes will affect pension planning

'Change could result in significantly higher tax liabilities '

clock 11 March 2025 • 4 min read
First three firms complete pensions dashboards ecosystem connection

Pensions

First three firms complete pensions dashboards ecosystem connection

Heywood, L&G and Pension Fusion have completed final stages required to connect

clock 05 March 2025 • 3 min read
Why IHT changes mean advisers should look closely at lifetime mortgages

Equity release

Why IHT changes mean advisers should look closely at lifetime mortgages

Advisers should consider lifetime mortgages in IHT mitigation planning

clock 04 March 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
Pension transfers: Transparency vital in push to raise standards

Pensions

Pension transfers: Transparency vital in push to raise standards

A glass half full for pension transfers?

clock 28 February 2025 • 3 min read
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