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Pensions & Retirement

April 11, 2025
鈥楽hould I overhaul my portfolio before I retire?鈥�
Portfolio Clinic: A reader has plenty of income and assets as he nears retirement, but is it enough? Dave Baxter investigates
April 09, 2025
Will increasing the pension access age solve the savings problem?
Longer life expectancy calls for innovation, but delaying when you can access your pension might not fix the issue
April 08, 2025
When to take a tax-free lump sum from a final-salary pension
Cash now or income later? The pros and cons of drawing tax-free cash from a defined-benefit pension
April 04, 2025
鈥榃ill my low-yield rental stop me retiring abroad?鈥�
Portfolio Clinic: Our reader鈥檚 investment strategy and buy-to-let plan are letting him down. But can he turn it around?
March 27, 2025
Seven essential tax guides to boost your savings
The end of the tax year is here, and it鈥檚 time to ensure you鈥檙e efficiently set up and taking advantage of everything you can
March 27, 2025
Know and avoid these tax traps
Here are the dos and don鈥檛s to make sure you don鈥檛 pay 60 per cent tax or lose your pension
March 27, 2025
Five savvy strategies to invest your Isa and pension
How to get the basics of investing right and grow your portfolio in a tax-efficient environment
March 21, 2025
Parents, mind this state pension issue
Good news from the government means voluntary national insurance contributions could be a waste
March 18, 2025
The most common pension mistakes 鈥� 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

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