Retirement

The correct asset allocation strategy is vital in planning a successful retirement approach. Graham Barnes explains its importance

Complexities involving the tax treatment of unquoted shares have prompted some SIPP providers to be cautious of including them. However, this needn't be the case says Christine Hallett

While annuities remain a popular way of funding retirement there are other options retirees can take to ensure their income levels continue to meet their needs for years to come. Samantha Downes looks at the options

Morningstar's UK Investment Conference promises to generate much discussion about the possible impact of MiFID and the Retail Distribution Review, says Bob Freeman

Wrap accounts continue to bring real benefits for advisers helping their clients plan for retirement says Malcolm Murray

There are many options open to those looking to reduce their inheritance tax liability. Geoffrey Shindler goes through the options

The decision to buy an annuity is an important one. Kim Lerche-Thomsen points to the need for more education to be made available so retirees can make the most informed choice

Despite punitive tax charges ASPs continue to have much to offer says Neil Marsh