If you’re yet to retire, the financial decisions you make now could affect how comfortable your retirement is. As the end of the tax year approaches, maximising your allowances can improve your finances now and when you retire. The 2021/22 tax year will end on Tuesday 5 April 2022. On this date, some of the […]
You may have taken out a life insurance policy to provide your family with financial security if the worst should happen. If you have, it’s important that they know how to make a claim. A survey suggests many families aren’t aware of life insurance policies and it could mean the money goes unpaid at a […]
The pension Lifetime Allowance limits how much you can have in pension benefits tax-efficiently. While you may think exceeding the allowance is a long way off, you could be closer to the threshold than you think. If you haven’t considered how close you are, you could be liable for much more tax than expected. What […]
If you’ll be retiring this year, you may be looking forward to more free time to focus on what you enjoy. As you start making plans, you need to set out your expectations and how you’ll create an income. To do that, a bit of planning is required, and these eight steps are a great […]
Retirement is often associated with a slower pace of life, but that doesn’t mean you should cut back on how much you’re exercising or even that you shouldn’t increase how active you are. Exercising in retirement could improve your health and wellbeing to enable you to get the most out of the next stage of […]
As we head into a new year, it’s common to think about the changes you could make to your life to improve your wellbeing and reach your goals. Taking steps to instil positive habits at the start of 2022 could set you up for greater wellbeing in the long term. If you’re thinking about making […]
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