Retirement Articles

Five New Year resolutions for 2022

The beginning of a New Year presents the perfect opportunity to explore a shaping up your finances.

INTERGENERATIONAL WEALTH: IT’S FAMILY BUSINESS

The number of families with multiple generations in retirement at the same time could rise in the future with the average life expectancy likely to increase.

THE PENSIONS SAVINGS MYTH

There’s a whopping £2.6 trillion[1] invested in UK pension schemes. Yet new research tells us that only a third of people know that their money is actually invested in the stock market.

Don’t underestimate the importance of estate planning – and making a Will.

The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.

DISCOVER THE MERITS OF LONG-TERM INVESTING

DISCOVER THE MERITS OF LONG-TERM INVESTING

Being interested in and engaged with your investments is to be applauded. But there’s a potential danger in becoming too involved with day-to-day movements and how funds are performing, worrying over the latest share price shift or market panic. Markets move up and down – that’s the very nature of stock market investing.

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