One of the biggest announcements to come out of the autumn budget was the decision to make certain types of pension subject ...

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

Many baby boomers in the United States have retired from the workforce, but you might not be able to tell from their spending ...

A large gift offer from a like minded fatFIRE parent in-law can be a blessing, but needs to be handled gingerly to maintain relationships.

Revocable trusts, as their name implies, can be altered after they’re established. With these trusts, you can add additional assets, change beneficiaries and make other adjustments over time. Once the ...

It also involves projecting likely changes in behaviour (and therefore expenses) as people age. Clients tend to travel more earlier in retirement because they’re usually in better health, she says, ...

I started a modest software company 27 years ago, and now earn up to £8million a year. Can I gift money to my children to ...

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

“One of the best ways to cut the amount of tax you have to pay is to make gifts during your lifetime,” says Sarah Coles, head ...

She added: “It makes me sad that we can’t do what we wanted or treat our family the way we hoped. “We thought we’d be ...