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Pensions & Retirement
May 23, 2025
‘Can our £2.5mn portfolio provide £60,000 a year?’
Portfolio Clinic: Our reader wants to retire early, but will his property and pension investments meet his needs? Holly McKechnie investigates
May 21, 2025
When deferring the state pension makes sense
Consider your life expectancy and tax position before making a decision
May 19, 2025
How to retire part-time
Only working half the week is a great way to ease yourself into retirement. But make sure you do it in a tax-efficient manner
May 13, 2025
How to invest so you can travel the world
We look at financial planning tips and ways to build an income portfolio that requires little maintenance
May 09, 2025
Don’t let IHT changes rush you into raiding your pension
Tax efficiency may not be a good reason to crystallise investment losses
May 08, 2025
Private sector workers should worry about their pensions
Private sector employees have good reason to be concerned
May 06, 2025
How to rebuild your finances after a career break
Back to work after maternity leave or a personal break? Prioritise your emergency savings and pension
May 02, 2025
‘I have a final-salary pension – should I ditch my stocks for cash?’
Portfolio Clinic: A reader has a good pension provision and wants to get more from his Isa while taking less risk
April 30, 2025
Is it still worth buying an annuity?
They can be used to cushion investment risk, and rates are at a 16-year high
April 28, 2025
How to avoid pension traps
Your final-salary pension can limit how much you can contribute to your Sipp
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