If you’ve been dreaming of retirement since you entered the workforce, you might have a certain idea of what it looks like.

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

It also involves projecting likely changes in behaviour (and therefore expenses) as people age. Clients tend to travel more ...

More pensioners are opting to take pension income early to avoid being double - or even triple - taxed later in life ...

Dorrington Academy, based in Perry Barr, has received a financial notice to improve from the Department for Education ...

My brother-in-law is still being very aggressive that I need to gift my inheritance to my sisters and not share my ...

When you watch someone cross the finish line into retirement, it's worth celebrating. And marking the occasion with a small gift is a nice gesture -- but you may not want to break the budget to do ...

These 10 taxable items can impact your finances by lifting your tax bill. They include investments, Social Security benefits, and retirement plan distributions.

What can you do to cut inheritance tax and how can you make the most of gifting rules? We got some wealth experts' top tips.

Once they retire, many seniors change their spending patterns quite a bit. There's nothing inherently wrong with this, as long as they remain within their retirement budget. Consider This: 3 ...

According to the Office for National Statistics (ONS), based on an analysis of the data gathered during the 2021 census, an estimated 13.6 of ...

“It started with my mother’s wedding gifts,” she says, showing off her latest purchases in a small bedroom adjacent to her kitchen. “She was poor, but she managed to give me gold earrings ...