Women lagging behind in Financial Planning

Men undertake financial planning duties more than women, Money Management data shows. According to a survey conducted at least 43 per cent of advisers said it is generally men among married couples who take the lead in planning. As women statistically live longer than...

Taxation of pension income

Key points You can currently access your pension pot from age 55, at which point you can take up to 25% of your pension fund value as tax-free cash, either as a lump sum or regular income. The remainder of the funds left in your pension pot are then taxable as income...

Inheritance ISAs

Inheritance ISAs – the new(ish) rules Did you know that you can inherit your partner’s ISA savings? New rules effective from April 2015 that mean ISA assets can now be passed to spouses/civil partners and keep their tax-friendly status. However many people are...