5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to withdraw their tax-free lump sum from their pension as soon as they can. Currently, you can access your pension from
Balancing your goals: Why investing could be suitable for long-term goals
Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too. In previous blogs, you’ve read about how you might reach short- or medium-term goals. Now, read on to discover some key considerations for
Revealed: The hidden benefits of long-term financial planning
When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the hidden benefits may be even more valuable to you. A financial plan isn’t only focused
4 ways you could choose to pass on assets to loved ones
Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, and you might want to combine several different options. As part of your estate plan, you might want to consider who you’d like to benefit from your estate and how you will
Study: Strong ESG practices could reduce the risk of corporate failure
A new study suggests that companies that invest in ESG (environmental, social, and governance) practices are less likely to face corporate failure. From an investment perspective, this could indicate that businesses with a strong ESG focus are more stable. While the governance pillar of ESG investing is often overlooked compared to the others, it’s important.
