Our latest Money newsletter explores pensions, savings, investing, Inheritance Tax changes, retirement planning and practical steps to help strengthen your financial future.
- Research reveals that nearly a third of UK adults haven’t updated financial plans despite major life changes
- Younger savers show higher pension engagement and investment awareness, actively reviewing and adjusting investment choices
- With the right planning for your retirement, it’s can be possible to also reduce the impact on your estate
- Pension tax efficiency needs to be considered as it will start to fall within IHT from April 2027
- Making regular contributions can be more achievable and build a bigger retirement pot than waiting for ‘surplus’ income
- The recent government-backed ‘Take the next step’ campaign aims to raise awareness in how investing can support prosperity