Why doesn’t that happen anymore?
19 August 2025Most will remember the ‘good old times!’. That period in your life when, well, it just wasn’t a problem. You might have been lifted by love, by companionship, by extra money...
Most will remember the ‘good old times!’. That period in your life when, well, it just wasn’t a problem. You might have been lifted by love, by companionship, by extra money...
Currently, the minimum retirement age is 55, although this is increasing to age 57 from April 2028. Therefore, someone currently aged around 52 now who was planning to access pension benefits early may be caught by this current planned rule change.
Some pensions will become subject to inheritance tax from April 2027 and the government’s Policy Paper on the topic has now been released.
The accumulation of capital and benefits to be used in retirement needs to be planned early to make sure that expectations are managed and that your latter years are comfortable.
Sometimes making little changes to household financial planning such as using the marriage allowance can make a difference in saving tax
The time ahead for retirement might be vast and daunting. Planning your money, and importantly your time ahead can be vital to a happy and fulfilled retirement
Planning ahead for your finances and retirement can make a real difference in meeting your goals and aspirations.
It is easy to forget that tax allowances are generally available to all age groups, young and not so young.
2025 has already been momentous within many investment markets and has certainly grabbed many a headline over the last month or so, with much of the coverage being negative.