Do you have a Will in place? If so, when was the last time you looked at it? A survey produced in January 2018 based on 2,000 people by Macmillian Cancer Support has revealed that among over 55’s, 42% of people do not hold a W

Recent research by Fidelity has found that whilst those who work for employers are beginning to feel the benefits of the Government auto-enrolment scheme, self-employed people are getting left behind when it comes to pensions and savings.

Figures published by the Office for National Statistics confirmed one in six (17%) pensioners in the UK are surviving on the State Pension alone.

nheritance tax (IHT) receipts increased by £165million last month, according to HMRC’s latest data. In the month of March 2019 IHT receipts accounted for £537million, up from £372million in February 2019, showing a growth of 44 per cent.

Dividends are a form of income generally paid from the profits a company makes. Dividends paid to holders of UK shares jumped to a record high in the first three months of the year, rising 15.7% to £19.7 billion.

The Income Tax personal allowance has been increased to £12,500, allowing more of your income to be received without being subject to tax. For those who qualify for the marriage allowance transfer, (where a non-taxpaying spouse can transfer 10% of their personal allowance to a basic rate taxpaying spouse) the taxpayer can earn £13,750 before tax applies.

Do you know that around half a million older workers may be paying “unnecessary” tax on their state pension, analysis revealed from the Government’s Labour Force Survey and Family Resources Survey.

Analysis in the report shows that investors who put money into zombie funds are often being disadvantaged as a result of high charges and poor investment performance. Regular investments reviews, typically annually, are therefore essential to ensure your funds are able to work as hard for you as possible.

Research conducted by Saga has confirmed that one in seven UK retirees accessed their pension pots without advice, which represents more than £3.2 billion having been drawn as a lump sum from pensions. Retirees have accessed approximately £23.6 billion in total since the pension freedom rules were introduced in April 2015.

Have you ever thought about ISA Investing, or more specifically, Stocks & Shares ISA investing? This can be a great way to build wealth over the longer term.