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Report: 1 in 5 people will be living with a major illness in 2040

Published: September 7, 2023 by Jennifer Armstrong

New research suggests more people will be living with a major illness in the future and it could place pressure on health services. It may also have implications for household finances over the long term.  A report from the Health … Continue reading

Inheritance Tax could be scrapped to secure election votes

Published: by Jennifer Armstrong

Reports suggest that the Conservative party will make scrapping Inheritance Tax (IHT) part of its manifesto pledge in a bid to secure the general election. Frozen tax thresholds meant HMRC raked in a record amount of IHT in the last … Continue reading

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

Published: by Jennifer Armstrong

A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about Income Tax in retirement and how you could manage your … Continue reading

Should you take your pension tax-free lump sum to kickstart retirement?

Published: by Jennifer Armstrong

When you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement plans, there are some essential things you need to consider first. You can usually access … Continue reading

Investment market update: July 2023

Published: August 15, 2023 by Jennifer Armstrong

Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some areas, the … Continue reading