“For those close to retirement, it may mean drawing from pensions earlier rather than leaving them untouched as a legacy pot.

Networks have told Professional Adviser that they will ensure that their advisers have access to tax efficient products as ...

State inheritance taxes can affect heirs even when federal estate taxes are avoided, making careful planning essential.

Although Colorado taxes Social Security benefits, some retirees can exclude all their Social Security benefits from their ...

Investment platform AJ Bell agrees that it has seen pension savers adjusting their plans due to Budget speculation, and has ...

What could change at the Budget: A panel of top economists assembled by The i Paper last month suggested that rather than ...

Ed Miliband has cast doubt on TV presenter Jeremy Clarkson’s suggestion he could launch a challenge for the Labour MP’s ...

Tinkering around the edges at the next Budget risks another year of economic pain, a leading think tank has warned, urging ...

There has been a marked rise in people looking to take money from their pensions amid concerns that Rachel Reeves could change the way they are taxed ...

“They are working day in, day out without getting ahead. That needs to change, and that is why the Chancellor will continue ...

Any views or opinions expressed in this column are of the individual, group, or entity who submitted it and not the ...