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A new tax regime for pensions?

The Institute for Fiscal Studies (IFS) is the latest think tank to put forward proposals for a new regime for tax and pensions, which might appeal to a future government. What measures do you need to take in case they become a reality?

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The rising cost of retirement

Research published by the PLSA reveals an increase to the cost of retirement, with figures that might surprise you. Is your future retirement income on track to deliver your desired standard of living?

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Your New Year financial checklist

2022 was an eventful year – churning government personnel, no formal Budget, high inflation, rising interest rates and volatile investment markets, which is good reason to start your financial planning for 2023.

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A dramatic ending to Q3

Despite an eventful end to Q3 for the world’s share markets – down at least in part to the fallout from UK’s ‘mini-Budget’– some indices showed considerable resilience, proving the importance of currencies and investment diversification.

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Timing is everything

September’s ‘mini-Budget’ introduced tax and NIC changes with a range of consequences to employees, employers and the self-employed. Have you sought advice before making any financial decisions?

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Over-65s set new employment record

Latest data from the Office for National Statistics reveals that more people than ever are working beyond the age of 65. Will your retirement income be enough, or will you be working after age 65?

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