Our resident expert helps with a question from someone confused about the status of their retirement pot

July 2025

Answering a query about where the money you add to a pension pot in drawdown can come from

Has your family started planning for inheritance tax (IHT)? Investment platform Quilter suggests that by 2027, one in five adults over the age of 55 could have estates large enough to bring their heir

How much do you really need to save for retirement? It’s the most fundamental question of all when it comes to pension planning, but also the hardest one to answer. There is no single target that appl

Not everyone’s a winner in the turnaround on winter fuel payments,