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Articles

The Autumn Budget 2024: what it means for retirement and estate planning

October 31, 2024

The much-anticipated Budget has finally been presented to MPs by the chancellor in a detailed and lengthy speech. What does it mean to you and other Panthera clients? Panthera estate Planning founder Paul Hammond discusses the key issues and an unexpected 2027 twist in the tail in his blog over at sister site Panthera LIFE. […]

Filed Under: Estate Planning

The Autumn Budget 2024: the good, the bad and the downright confusing

October 31, 2024

Panthera LIFE founder Paul Hammond summarises what the Autumn Budget means for retirement and estate planning in 2024/25.

Filed Under: Planning

One wedding, a chancellor, £20bn and your estate planning

October 17, 2024

Preparation is the key

I find these days that the worlds of estate planning and retirement planning overlap more and more. None of us have a crystal ball as to what is going to happen in the future, and planning anything ahead of time always includes elements of extrapolation, interpretation and preparation. This was particularly true for one of […]

Filed Under: Estate Planning

Steeling themselves for the future: redundancy, retirement and retraining

October 17, 2024

If you’re being made redundant and are planning to retire, you need a plan – and you need it before you get that final pay cheque.

Filed Under: Planning

Relatively speaking: using family and friends as attorneys for your LPAs

September 24, 2024

A family

Whilst most of your estate planning will be about securing your estate as much as possible, other aspects need to be fluid as your life and circumstances change. This can be an issue if the protections you want to be put in place are not that flexible in themselves! One example is your Legal Power […]

Filed Under: Powers of Attorney

Self-employed? Why your retirement outcomes may be different from your employed friends

September 24, 2024

How self-employed people may be missing out on better retirement outcomes due to their employment status. Insights from the 2024 Retirement Report from Scottish Widows.

Filed Under: Planning

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