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Pension drawdown: taking control of your retirement income
Building a pension is only the first part of retirement planning. The next question is how that money should support you once you stop working, reduce your hours or gradually
Inheritance Tax and gifting: what families need to know
Gifting can be one of the most personal parts of estate planning. Many people would rather help children, grandchildren or other loved ones while they are still alive, whether that
Behavioural finance: understanding the psychology of investing
Learn how emotions and biases can shape investment decisions, and what may help you stay focused on your long-term goals. Investing may appear to be driven by numbers, research and
Build a financial plan that fits your life
Discover how personal financial planning can help you balance today’s priorities with your future ambitions. A financial plan should begin with the life you want to lead, not with a
How pension consolidation can simplify retirement planning
Bringing your pension pots together could make managing your retirement savings easier Changing jobs is a normal part of modern working life. However, every new employer may mean joining another
Offshore bonds explained: everything you need to know
A straightforward guide to one of the most flexible long-term investment wrappers An offshore bond is a long-term investment wrapper issued by a life assurance company based outside the UK.