The Government said it wants to continue to offer tax incentives for people saving into pensions, such as tax relief on contributions. But it wants to include pensions into estates to encourage savers ...
Under current rules, if you die and there's money left over in your private pension, it's not treated as part of your 'estate ...
Wealthy retirees are buying bigger houses and funding their grandchildren’s school... ‘I’ve worked in the RAF and NHS and own ...
Labour's inheritance tax raid will hit unmarried couples the hardest, but there is one big step they can take to avoid the ...
UK households can dodge Labour Party Chancellor Rachel Reeves' planned inheritance tax raid - by making a huge life decision ...
Instead, you need to fill out an ‘expression of wish’ form to tell your pension provider who should receive your savings if you die. Mr Lewis advises that you should always fill one in ...
In Australia, retirees get little guidance about how to use their super, and it’s leaving us with less money to spend in ...
Some 70 per cent of over-55s said they would receive a state pension or already do so, which at the current full rate provides £11,500 a year until you die. The Government's plan to make pensions ...
The BBC Sounds podcast host and ITV regular, who has his own show, has issued a new warning to pensioners over 75 when it ...
The sale of real estate is one option that Mark and Rebecca can use in later life. They have a paid-off home worth $1-million ...
Workers with a self-invested personal pension (Sipp) are the most confident their savings will pay for their retirement, research shows. Around 20 per cent of the over-55s have a Sipp, according to ...
The planning time horizon is one of the most critical inputs for financial planners’ projections, and getting it wrong can be ...