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27Oct
A quick guide on how the UK pension tax-free lump sum works
A quick guide on how the UK pension tax-free lump sum work For many people approaching retirement, the pension tax-free…
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24Oct
State pension set to increase in line with wages
State pension set to increase in line with wages Retirees receiving the full new state pension from April 2026 are…
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29Sep
State Pension set to rise by 4.7% following latest ONS wage data
State Pension set to rise by 4.7% following latest ONS wage data The State Pension is due to increase by…
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02Aug
HMRC returns £49 million to pensioners for overpaid taxes
HMRC returns £49 million to pensioners for overpaid taxes Between April and June this year, HMRC issued refunds amounting to…
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29Jul
Review of state pension age announced by government
Review of state pension age announced by government The Department for Work and Pensions (DWP), led by Minister Liz Kendall,…
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01May
Intergenerational financial planning: A roadmap for families
Intergenerational financial planning: A roadmap for families Intergenerational financial planning is about creating a structured approach to managing and transferring…
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14Mar
Is it worth topping up your state pension?
Is it worth topping up your state pension? The deadline for making up missed national insurance contributions dating back to…
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13Nov
Inheritance Tax: Pensions Included In IHT Calculations From 2027
Inheritance Tax: Pensions Included In IHT Calculations From 2027 Departure from previous rules where pensions were excluded from calculations In…
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16Oct
Triple Lock Benefits Pensioners Again
Triple Lock Benefits Pensioners Again Pensioners will be handed an extra 4.1% per annum via the state pension in April…
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01Jul
What is A Safe Withdrawal Rate?
What is A Safe Withdrawal Rate? The concept of a “safe withdrawal rate” is a common ‘rule of thumb’ in…
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