Pensions Savings Investments

ISA allowance increases for those 18-49 Increase in annual allowance and lifetime allowance ISA date

ISAs allowances

Details of this year’s investment maximums for ISAs.

Pension premiums

There are limits that may be contributed to a registered pension scheme without incurring a tax charge. The maximum amount on which an individual can claim tax relief in any tax year is the greater of the individual's UK relevant earnings or £3,600.

Planning for retirement

For many people their retirement plans have been interrupted by poor stock market returns and falling annuity rates. Many ask “what prospect is there of a comfortable retirement?

ISAs and the Lifetime ISA

An ISA is a tax-free investment vehicle. When you invest your savings, shares or life insurance, as well as all authorised retail investment schemes and UK Real Estate Investment Trusts into an ISA, your income and gains from the investments are free from income tax and capital gains tax.

Making a Will

Making a Will is one of the most fundamental aspects of estate planning, yet many people do not appreciate its importance.

The retired facing 'complex' tax regime

The tax system for people in retirement has been described as being too complex, and, as a result, too many older people overpay their taxes.

Drop the compulsory retirement age, says Equality Commission

Employees should be allowed to continue working after the age of 65, the Equality and Human Rights Commission (EHRC) has argued.

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