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Decode the pension taper rules

Dubbed “nightmarish” by pension experts, we take a closer look at the pension taper rules designed to limit tax breaks to higher income pension savers.

Don't let excessive fees eat away at your wealth

Many investors are unaware of the investment fees and charges they pay, and how these may be impacting the value of their investments in the long term. We look at what you need to know.

Creating a savings strategy based on multiple pension pots

The average British worker will have six jobs in their lifetime, with this figure rising to 12 for millennials. This can mean multiple pensions pots, which could make retirement planning complicated. Here's what you need to consider.

7 ways to protect your investments in uncertain times

With the uncertainty of Brexit and fears of a global economic slowdown, we look at seven ways to ensure your investments remain as safe and secure as possible during uncertain times.

Welcome to the 2019/20 tax year - here’s what’s changed

The 2019/20 tax year kicked off on 6 April 2019. We’ve summed up the most important updates to ensure you’re prepared for the new tax year.

Relevant life plans: is your business missing out?

Most people pay for life insurance on an individual basis. But, if you’re a company director, an alternative option could potentially save you thousands of pounds in insurance premiums.

What’s it like to be a woman in the financial planning industry?

Chartered independent financial adviser Sandra Saint talks about her career, and how the financial planning industry has changed for women.

Why seeing Pension Wise before a financial adviser might make sense

A financial adviser can help you prepare for a worry-free retirement. But before booking that all-important introductory meeting, it could prove useful to consult Pension Wise - the Government's free pension guidance service.

Tax year-end planning: avoiding withdrawal symptoms

Years of planning how best to put money into your portfolio can be ruined by not planning how to take it out again. Here we discuss the two main tax planning concerns for investors who are thinking of disinvesting

Spring Statement 2019 snapshot

Unemployment rate at its lowest since 1975, and wages at their highest in a decade – read a snapshot of Phillip Hammond’s latest announcements from the Spring Statement 2019.

Top 3 tax allowances to maximise – making the most of them?

Maxed out your pensions annual allowance, put all you’re prepared to save into a pension this year but want to make the most of your capital before the tax year ends? Read on to find out about other ways to save on tax.

Why it pays to review your pension if you earn over £150,000

If you earn over £150,000, then your pension annual allowance will be subject to tapering, due to rules introduced back in 2016. Here's what you need to know about how it could affect you.