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Blog post

When do I have to pay Inheritance Tax and which exemptions apply?

Inheritance Tax (IHT) can feel complicated and, while most people won’t need to pay it, knowing the rules can help you plan for the future. Learn what it is,...
Article

Inheritance Tax rules on gifts

Giving money away while you're alive can reduce how much your estate is worth after you die. This might reduce how much Inheritance...
Topic

Debt advice locator

Money worries can feel overwhelming. If you’re struggling to manage your bills – or are even behind in some payments...
Mortgage advice: should you use a mortgage adviser?

Getting a mortgage is one of the biggest financial decisions you’ll make, so it’s important to get it right. A professional can help you navigate the mortgage...
Article

Defined benefit pension schemes: final salary and career average explained

A defined benefit pension is a type of workplace pension scheme. The money you get when you retire is based on your salary and the number of years you’ve been...
Article

Pension buyout policies: an insurer pays your pension instead

If your employer’s pension scheme is closing, an insurance company might be paid to run your pension instead. This is usually called an individual buyout policy,...
Article

How to fill in a Self Assessment tax return

A Self Assessment tax return can look daunting. But if you’re prepared, organised and understand what you’re being asked for, it’s a lot simpler than it looks....
Article

Workplace pensions: how your employer’s pension scheme works

If you have an employer, they must offer a pension scheme so you can save money for your retirement. Your employer usually sets this up for you automatically...
Article

Pensions glossary

This glossary can help you understand some of the most common terms used when dealing with your pensions and planning your retirement.
Tool

Tools and calculators

These are the tools and calculators that will help you quickly work out the figures you need for some of the most common money situations you may find yourself...

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Blog post

When do I have to pay Inheritance Tax and which exemptions apply?

Article

Inheritance Tax rules on gifts

Topic

Debt advice locator

Mortgage advice: should you use a mortgage adviser?

Article

Defined benefit pension schemes: final salary and career average explained

Article

Pension buyout policies: an insurer pays your pension instead

Article

How to fill in a Self Assessment tax return

Article

Workplace pensions: how your employer’s pension scheme works

Article

Pensions glossary

Tool

Tools and calculators

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