20 January 2025 will see the 47th President of the United States of America sworn in. A momentous day for the 45th US President, Donald Trump.
Average life expectancy can be a helpful tool in planning your financial future
2024 is nearly over. There has been much to reflect on, and with a change in government both here and in America (from 20 January 2025), there is much to consider looking forward.
The Christmas season is upon us, and we hope that however you engage with the festive period, you have an enjoyable time.
Retirement planning, one day in the future you will retirement. Hopefully something that is on your ‘bucket list’ and hopefully planned for, rather than arriving unannounced.
Attitudes and approaches to money are as varied as the people that own the funds. Some check and examine their financial planning on a regular basis, others less so.
From 6 April 2027 most unused pension funds and death benefits will be included within the value of a person’s estate for Inheritance Tax purposes
Following Labour’s estimates of a £22bn shortfall in the UK’s finances, the estimated tax raise was £40bn in this Budget (the highest since the 1970s), so changes were expected in order to raise revenues.
Many providers, indeed, it seems the majority, continue to review their product lines, both past and present, to ensure that these continue to offer value.