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Wealth Management News

News in January 2018
31 Jan 2018 Chancellor orders review of inheritance tax rules

The rules on inheritance tax (IHT) are “particularly complex” and would benefit from simplification, according to Chancellor Philip Hammond. He has asked the Office of Tax Simplification to review the current IHT regime with a view to simplifying the complicated rules on passing on we...

24 Jan 2018 DC pension savers have little knowledge about retirement planning

Most people who belong to a defined contribution (DC) pension scheme in the UK are in the dark when it comes to planning for their retirement, new research shows. A global survey by MFS Investment Management found that UK participants have the worst level of knowledge about financial stra...

17 Jan 2018 Fewer every-day luxuries could add up to thousands of pounds in retirement

Cutting back on ‘little luxuries´ could give people thousands of pounds more every year in retirement income, according to research from Scottish Widows. The company claims that the average person in the UK spends £124 each month on incidental spending like takeaways, taxis, read...

10 Jan 2018 Savers need £300k+ pension pot to maintain lifestyle

People in the UK who are on average earnings require a pension pot of £301,500 to maintain their current lifestyle in retirement, while those on higher earnings need a pension pot of more than double that size, according to a new analysis from Aegon. It comes after the government´s...

04 Jan 2018 Adapting your home for retirement costs over £10,000 on average

One in three homeowners (32%) over the age of 65 plan to make improvements to their home so it is more manageable in retirement, according to research from Key Retirement. Around half (49%) of over-65 homeowners have already made improvements, including adding downstairs bathrooms, additi...

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