Retirement & pensions advice

You may have already thought about when you want to retire and how much income you’ll need to enjoy the best that life has to offer. The challenge is ensuring you have the finances in place to achieve these goals.


More retirement & pensions advice
More retirement & pensions advice

Estate planning advice

Inheritance tax rules have changed a bit in recent years so it is important to understand their implications. It is all too easy to be unnecessarily caught out, so your family and other beneficiaries don't receive what you hoped.


Read more on estate planning
Read more on estate planning

Protecting your family

Even if you have considerable wealth, changes to your health can have a significant impact on your financial circumstances, especially if you’re unable to work. You may feel that your employer or personal policies provide you with sufficient cover, but it’s always wise to check. 

Learn more about family and life cover
Learn more about family and life cover

Latest Insights

Family enjoying drinks on a sunny beach

Taking advantage of the increased annual ISA allowance for 2017

By Andrew James, Head of Retirement Planning

George Osborne’s latest Budget had a distinct theme of ‘putting the next generation first’. From a savings perspective, the big announcement concerned the introduction of a new flexible Lifetime ISA…

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