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8.5 million adults 55 or over are unaware of pension inheritance tax changes
Two fifths (40%) of UK adults aged 55 or over - the equivalent of 8.5 million people - remain completely unaware of new rules that will see pensions brought into the scope of inheritance tax (IHT) from April 2027, research from Canada Life reveals.
Property Value for Lifetime Mortgages Sees Significant Growth: Pure Retirement's Latest Insights
The equity release market, particularly lifetime mortgages, continues to evolve and serve a diverse range of homeowners. According to the latest data from Pure...
Reviving Time-Honoured Wisdom: Equity Release and New Year Financial Planning
You hear them much less frequently nowadays than you once did perhaps thirty or forty years ago, because the sad truth is a disappointingly large number of trad...
Understanding How Financial Pressures Impact Divorce: Why Planning Ahead Matters
Going through a divorce is already emotionally challenging, but financial concerns can add a layer of complexity. New research carried out by Legal & General Ho...
Understanding later life lending: Trends around the Christmas season
As the festive season approaches, families join together to celebrate the festivities and to catch up. For some, this may be a perfect time to discuss plans for...
Retirement Planning Tips: Travel, Financial Security, and Reducing Inheritance Tax
I suspect that most people head towards retirement armed with at least some basic ideas of what they would like to do when the moment to call time on their form...
From Radiograms to Tax Grabs: Life Lessons in Earning, Spending, and Protecting Your Assets
Remember radiograms? Those oversized, four-legged symbols of early 1970s domestic cool, invariably cased in teak or mahogany? My parents were the proud owners o...
Analysis and Impact of the Autumn Budget 2024
Following several months of Budget-related leaks of variable accuracy, comprising wild suggestions, unconfirmed supposition and nailed-on certainties, Chancello...
Professional Advice is a Powerful Tool for Taking Control
We’re living longer, and older people are set to make up a substantially greater proportion of the population in the years ahead. Increased longevity presents c...
Equity Release: A Solution for Older Homeowners to Boost Family Finances Amid Rising House Prices?
Rather predictably, the publication last week of data prepared by the Halifax, which suggested that by the end of September the average UK home’s value was a sm...