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Pensions & Retirement

October 25, 2022
Can I pass my pension to my grandchildren IHT-free?
This investor hopes to pass his pensions to his grandchildren tax-free
October 18, 2022
Do I have to pay tax on my offshore pension?
This investor would like to know if withdrawals from a Jersey pension are taxable
October 11, 2022
How safe is your pension?
From final salary schemes to Sipps, we look at the risks to your pension savings and how you can keep them safe
October 06, 2022
Should you buy an annuity now?
Whether you should buy an annuity depends on your personal financial requirements
October 06, 2022
Do our wills need to be clearer?
A reader asks how he can ensure that the family home passes tax-free to his son
September 23, 2022
How can I best complement my annuity income?
A reader wonders if now is the time to deploy some cash
September 15, 2022
How to ensure your pension does not incur IHT
Pensions can fall into your estate for IHT purposes but you can mitigate this
August 18, 2022
Key ways to stretch your retirement income
Draw your retirement income as tax-efficiently as possible to get the most out of it
August 12, 2022
How to make working beyond retirement pay
Working beyond retirement has benefits but can significantly impact your tax and pensions positions
August 05, 2022
Does the seven-year rule apply to jointly gifted assets?
A reader seeks guidance on a finer point of inheritance taxation

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