Data from the Financial Conduct Authority* shows that the number of pension pots accessed for the first time in 2020/21 totalled 596,080; the number fully withdrawn totalled 341,404. Only 33% of consumers taking money from their pension for

An alarming set of data has come to light. Over three million pensioners are holding all of their ISA savings in cash!*

The analysis highlighted that during the most recent year for which figures were available (2018/19), there were 5.8

New data from the Office for National Statistics (ONS) Wealth and Assets Survey* has revealed that the largest single component of household wealth is private pension holdings.

In the latest recorded period (April 2018 to March 2020)

Responsible investing can be confusing as there are so many names and terminologies: Environmental, Social and Governance (ESG) Investing; Sustainable Investing, Impact Investing and Socially Responsible Investing to name a few.

However,

While there's minimal change in the operation and structure of the taxation of UK individuals in the 2022/23 tax year, the ‘no change’ element is significant. Excluding the 1.25 percentage point increase to National Insurance and Dividend

Keeping up to date with tax changes can be challenging and you may have missed this one in relation to the reporting of Inheritance Tax (IHT), especially as it’s not something most of us will deal with very often.

Excepted estates

The

Taking positive steps to achieve financial freedom

When are you thinking of retiring? With many pre-retirees reassessing their lives and priorities in the wake of the pandemic, there really is a seismic shift for many people towards