Jenny Hunter
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Families risk inheritance tax headache by not keeping a record of gifts | Canada Life
More than half (54%) of over 55s who have given a financial gift in the last seven years have not kept any…
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Pensions or property for retirement? Younger generations bet on both, says Standard Life
In a world that feels increasingly complicated, uncertain and unpredictable, people are thinking differently about how they’ll fund life after work. Rather…
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LV research finds that three in five over‑60s state the importance of certainty for their retirement income
New research* from investment, protection and retirement specialist LV= reveals more than half of UK adults aged 61-79 (56%) say certainty is…
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One year until cash ISA allowance cut – savers could miss out on tens of thousands by sticking with cash
With the cash ISA allowance set to fall to £12,000 from April 2027, new analysis from St. James’s Place highlights how shifting…
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Part 3: Pension planning in a post-lifetime allowance world | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the third and final instalment in a 3-part mini series on the new tax…
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Experienced investors feel more nervous today than they did during Covid
The Iran conflict is making investors feel more nervous than either Covid or Liz Truss’s Mini-Budget, according to new market data recorded…
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Early bird gets the worm – why investing your ISA allowance at the start of the tax year could leave you £44,000 better off
Vanguard analysis reveals that, for those with the means to do so, investing your total ISA allowance at the beginning of each…
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Part 2: Inheritance tax planning in a world of frozen thresholds | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the second in a 3-part mini series on the new tax year. This second…
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Probate cases taking nearly two years to be granted soar 131%
New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter, the financial adviser and pension provider,…
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Part 1: Adapting to lower tax allowances | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the first in a 3-part mini series on the new tax year. This first…
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