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Are Pensions Subject to Inheritance Tax in 2026?

Sep 11, 2026

For most people, the answer right now is no. Pensions work differently from other assets like property or savings, and under today's rules, most pension pots sit outside your estate when you die.

Gifts Out of Income and Inheritance Tax: How Does the Exemption Work?

Aug 06, 2026

Most people know they can give away £3,000 a year without it being added to their estate when they die.

How Much Cash Should You Keep Outside Your Investments?

Jul 20, 2026

Most people with money invested tend to focus on portfolio performance.

Retiring Early: Is It Realistic, and How Do You Plan for It?

Jun 18, 2026

Early retirement might sound wonderful, but making it work financially takes years of deliberate planning. The question is not just whether you can retire early, but whether you can afford the decades that follow.

How Your Investment Strategy Should Change as You Near Retirement

May 18, 2026

Most people know their investment strategy should change as retirement approaches. Fewer know when to start making those changes, or what they actually look like in practice.

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