Retirement planning

Mind the gap: inheritance tax shortfall stands at £600 million

Inheritance tax receipts are on course to hit another record high in the 2018-19 tax year, but there’s an estimated £600 million gap between tax owed and tax paid.

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Simplify inheritance tax process for bereaved families, says OTS

The Office for Tax Simplification (OTS) has called on HMRC to reduce or remove the requirement to submit inheritance tax forms for smaller or si

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Controversial call for state pension to be means-tested

Will means-testing the state pension make the system fairer and more affordable?

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Find out whether you will outlive your pension pot

A heatmap by Royal London sheds light on the sustainability of different withdrawal rates over different time periods.

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Revealed: the amount you need to save to secure a comfortable retirement

Instead of prioritising saving for retirement, many millennials find themselves in the position of juggling between paying off student debt and saving towards a house deposit.

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Five less well-known ways to cut your tax bill

As part of Talk Money Week, we run through five less well-known tax tricks that are underutilised.

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Inheritance: average is £11,000

Those aged 55 to 64 are most likely to receive the largest inheritances, figures reveal.

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Plan for pensions to invest in start-ups ‘too risky’ for average saver

Is the potential inclusion of ‘patient capital’ investments inside pensions too risky for the average saver? We round up thoughts from various experts.

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Budget 2018: Pension, investment and tax predictions

We round up predictions for the plans chancellor Philip Hammond may make for his Autumn Budget on October 29.

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