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Pensions & Retirement
March 18, 2025
The most common pension mistakes – and how to avoid them
From picking the wrong assets to ignoring tax, Holly McKechnie explains how to get it right from day one
March 13, 2025
How to combine Isas and pensions for the best retirement
Working out which tax-free account to use when can be complicated. We explain everything you need to know
March 11, 2025
How to cut the financial burden of caring
Women often take time off work to care for children and elderly relatives, affecting their ability to save and invest
March 05, 2025
Final-salary reforms could boost your pension
Getting it right will be tricky for the government, but pensioners could end up with extra money in their pockets
March 03, 2025
How to make the most of salary sacrifice
The arrangements can be very tax efficient but it's vital you understand all the consequences
February 21, 2025
‘I’ve ditched my adviser – how do I invest my £800,000?’
Portfolio Clinic: Our readers have long shied away from pensions, tax and investing but want to pick up the baton as they embark on retirement
February 18, 2025
What to do when you inherit a portfolio
How to maximise the value of your inheritance alongside your existing investments
February 14, 2025
‘How do I shield my £1.3mn portfolio from tax after the Budget?’
Portfolio Clinic: Our readers have a large property and lots of cash. Could investing better allow them to give more to their son tax-free?
February 10, 2025
The pros and cons of the 4% retirement rule
The amount you take out from your portfolio, while making sure you do not run out of money, will rarely be a one-size-fits-all figure
February 05, 2025
Final salary pension reforms must protect retirees
The government has proposed reforms for companies to boost growth, but scheme members need to be protected
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