Technical

The role of Discounted Gift Trusts in estate planning

Pot for life – making it work

Autumn Statement 2023: 110 measures but few surprises

How do we solve a problem like retirement confidence?

Retirement confidence is higher than we expected, but the outlook is negative

The FCA’s thematic review: the story so far

I know pensions, but I wouldn’t tackle retirement income planning without a financial adviser

Pensions expert puts theory into practice

IHT planning ideas: whole of life policies

Finance (No 2) Act: A window of opportunity