Rachel Reeves has been left red-faced after scores of UK households escaped the clutches of HMRC and avoided an inheritance ...

Creating a regular monthly income is the priority for most, especially those looking to achieve financial security or retirement planning.

Crafting a well-balanced retirement income strategy requires careful planning, diversification, and tax-efficient withdrawals. By integrating Social Security, pensions, annuities, investment income, ...

Are annuities FDIC insured? Because they aren’t traditional bank deposits like checking or savings accounts, they have different protections.

Given that most of the portfolio will be invested for the rest of your life, I would recommend a higher-risk approach for the longer-term money, which will offer the greatest potential for growth. A ...

In the world of small businesses, annuities often fly under the radar. That’s right, those are the things you might associate ...

Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings.

It is possible to split the claim across three different insurers. Once you make a claim with an insurer, you can submit the ...

If enhancing my UK pension will push me into the higher tax bracket, is it worth making voluntary contributions?

The central issue in all cases revolved around the allowance of certain exemptions claimed by the employees on their salary income, specifically concerning benefits received under a Voluntary ...

Under current inheritance tax rules, families are allowed to gift large sums of cash and/or assets tax-free in the seven ...

Your pension isn’t just about how much you’ve saved – it’s about how you draw it down. Understanding the real impact of your ...