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Will I get taxed on the money I give away?

You can give away up to £3,000, in total, per tax year which will be automatically exempt from inheritance tax, known as your ‘annual...

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ISAs - a reminder

ISAs are a much misunderstood beast. Many in the industry try to sell them to the consumer as a product whereas the legislation means for...

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Gardening tips for better financial planning

Having pondered over the weekend about when is the best time to pick apples from the tree burgeoning huge, glossy, red ones in my garden,...

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DB transfers - members must look hard before they leap

Even in light of higher transfer values, losing something as valuable as a defined benefit pension is not a decision to be taken lightly...

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How to make your holiday money go further

As I walked through the airport a few weeks ago, I was shocked, but unsurprised, to see that you only just get €1 for £1. Going on...

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Pension freedoms and the 'Goldilocks approach'

This report from the Association of British Insurers is reassuring, showing that the vast majority of people seem to be acting sensibly...

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Don't count all DB schemes out just yet

As this piece of news shows, not all DB schemes need to be written off as too big a liability to manage going forward. Sometimes, with a...

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LISA and what to do with that 25% government bonus

As this article shows, there is always more than one perspective.

Up to now, those in the pensions industry have heralded the coming of...

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Recognising that humans are not robots

Robots act in a uniform way given a certain set of circumstances, but rarely do humans follow the same rules.

Whilst online advice is a...

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When is property a good investment?

It's certainly true that retirement lifestyles can be funded by all savings and wealth and not just a pension, but this research is a...

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Are you considering retiring abroad?

After working in The City for 30 years, the attraction of retiring on a beach somewhere tropical is almost unavoidable. I can imagine few...

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Cost vs benefit for university education

I think it was Einstein that said "Not everything that can be counted counts and not everything that counts can be counted".

Good...

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Avoiding a future pensioner crisis

The talk about engaging staff with their pensions generally tends to focus on the young; those joining the workforce and in their twenties.

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The benefits advice market continues to consolidate

Similar to the trends seen with private client advice firms following the Retail Distribution Review, this deal signals yet more...

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It's even more important to count the pennies

It is good financial planning to review budgets, look for better deals on key outgoings and search for improved rates on savings, but...

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