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Inheritance Tax Planning Careful planning can reduce or even eliminate the Inheritance Tax payableIntergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.You may want to keep...

Taking control over where your money is invested tax-efficiently  A new tax year is nearly upon us – and that means, for all diligent savers and investors, you should make sure that you take full advantage of your current Individual Savings Account (ISA) tax-efficient allowance.An ISA...

Lack of pension knowledge among UK adultsThe UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and 65 cannot accurately estimate their total pension savings for retirement.Just over a third of 60 to 65-year-olds who took part in...

This has changed enormously and is a major lending growth area.Can I get a mortgage once I’ve retired?Possibly, yes. Although it's true that mortgages in later life are more difficult to obtain, the problem tends not to be affordability. The problem is that many lenders...