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Articles

The government giveth, the government taketh away…

September 16, 2024

The government

This week, the government won a vote challenging its decision to means test the winter fuel payments. With the Autumn Budget looming, the Prime Minister and the Chancellor have already indicated that tough decisions need to be made. How the winter fuel allowance has changed The changes are basically a switch from an automatic age-related […]

Filed Under: Estate Planning

FTE teachers in England: the latest stats and gaps

September 7, 2024

Back to school; the latest stats on FTE teachers in England, and why you should take advantage of our Teachers’ Pension Review if you want to retire early

Filed Under: For Teachers

Wills and marriage: why “I do” needs a new Will

August 31, 2024

I will

A Will is probably one of the most important documents you will create in your lifetime, but once written it’s not fixed in stone. You can (and should) update it throughout your life as your circumstances change, to reflect changes in your family, financial and relationship status. “I do” = a new Will There are […]

Filed Under: Wills

Time for change: do we need a new word for retirement?

August 28, 2024

Retirement – what does the word mean to you? And have you started planning how you will spend your time in retirement? Here's why you should start now.

Filed Under: Lifestyle

10 Top Questions About… Family Business Succession Planning

August 23, 2024

Family Business Succession Planning

Your top questions about family business succession – and how to include it in your estate planning. 1. What is family business succession planning? In terms of the business, it’s pretty much what is says – working out who would take over your family business whether you retire or choose to step down. Family business […]

Filed Under: Estate Planning

Retiring with less and later: insights from the 2024 Scottish Widows Retirement Report

August 8, 2024

The annual Retirement Report from pensions provider Scottish Widows shows that many approaching retirement have no plan and that’s not good news.

Filed Under: Planning

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