New Report Highlights Retirement Styles and Their Cost

A new report has revealed the amount of money individuals and couples will need in order to access different styles of retirement. The Retirement Living Standards report, produced by the Pensions and Lifetime Saving Association (PLSA), has been developed to help individuals paint a better picture of the kind of lifestyle they could have in…
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Not Saving Enough Tops List of Biggest Financial Regrets

A survey has revealed some of the biggest financial regrets held by individuals, with not saving enough found to be the most common concern. The research by Interactive Investor into the habits of those in and approaching retirement found that nearly a third (32 per cent) of non-retirees regretted not saving enough, with poor investment…
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Inheritance Tax Receipts Reach £5.4 billion

Statistics released by HMRC in September 2019 have shown a record £5.4 billion in inheritance tax (IHT) receipts. The figures, which relate to the 2016/17 tax year, revealed that 28,100 estates paid inheritance tax during the 12 month period. Compared to the previous year, the number of estates liable for IHT increased by 15% and…
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The Rise of the ISA Millionaire

Earlier this year it was revealed that there are now in excess of 1000 ‘ISA millionaires’ in the UK – ie. people with over a million pounds held in Individual Savings Accounts – commonly known as ISAs. ISAs were introduced in 1999 to replace Personal Equity Plans (Peps), which had been around since 1987, and…
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Saving for Retirement – Are you Doing Enough?

A recent report by pensions provider Scottish Widows has found that more people than ever are saving for a comfortable retirement. Scottish Widows 15th annual Retirement Report revealed that 59 per cent of people are now saving at an adequate rate, a 4 per cent increase from 12 months ago, when the figure stood at 55…
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