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Should you withdraw pension to beat inheritance tax changes?Over-55s are taking their pensions at record rates to avoid loved ones potentially inheriting a 40% tax bill. Here are a few things to consider before you do.
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Pension tax refunds: how to get your money back if you have been overchargedThousands of retirees recovered more than £50 million in overpaid tax from flexible pension withdrawals in the second quarter of 2026. Are you due a pension tax refund?
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Annuity rates rise – is now a good time to buy one?Annuities can offer peace of mind in retirement. Higher rates are making them even more attractive.
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You're ten years from retirement: how to retire comfortablyRetirement costs are rising and it is important to plan ahead for your golden years. We look at what steps to take if you are 10 years away from retirement.
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How you could cut your inheritance tax bill and boost a loved one’s pension potFamilies will be looking at ways to reduce their estate when pensions fall into the scope of inheritance tax from April 2027.
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How will inheritance tax apply to pensions from 2027?Thousands more estates will be dragged into paying inheritance tax from April 2027 following changes around pension rules – here’s what you need to know to prepare.
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The pensions opportunity young people are missing out onComment As a former gold medalist boxer and Olympian, the trick for boosting your pension is to stop chasing the knockout and instead chase points with early planning.
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Number of over-65s paying tax surpasses 10 million for the first timeWhy thousands more pensioners face higher tax bills as pension income rises. Could you be one of them?
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State pension age could rise faster than expected – are you prepared?The Office for Budget Responsibility suggests the state pension age may increase faster than expected. Here is what you need to know.
