HM Revenue & Customs (HMRC) has begun contacting around one million people who may have missed out on pension tax relief because their workplace pension scheme operates under a Net Pay Arrangement….

A forgotten pension may be worth more than you think. Research from the Pensions Policy Institute found that, in 2024, there were 3.3 million lost pension pots across the UK, holding a…

The timetable for the State Pension Age is back in the spotlight, with the government reviewing whether the planned rise to 68 should happen sooner than the current legislated schedule of April…

The government has published further guidance on the ISA changes due to take effect from 6 April 2027. 

The key points are summarised below, with additional detail expected to…

Cash management is a key component of any financial planning strategy. Maintaining a healthy cash reserve helps you cover emergency expenses and short-term spending needs without having to access your longer-term investments…

Proposed Government changes to pension death benefits from 6^th April 2027 are set to have significant implications for estate planning.

At present, unused pension funds can typically be passed…

You may have heard of the gender pay gap, but have you heard of the gender pension gap?

The gender pension gap refers to the difference in pension income…

The National Insurance replacement credits service is designed to help certain parents and carers cover gaps in their National Insurance record.

Although it was originally planned to launch in…

The new tax year brings a number of important changes that may affect your income, investments, and longer‑term planning. While many tax rates have not increased, the overall tax burden is rising…

Global markets experienced some fluctuations the past few weeks following the US attacks on Iran, with oil prices seeing the most noticeable increase, and it is likely that markets will remain volatile…