George Square’s expert independent financial advisers provide updated insights into common questions about inheritance tax (IHT), including recent changes to how pensions will be treated
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
No matter how financially savvy you are, scammers are often convincingly professional, with credible looking websites, testimonials and materials that are hard to distinguish from
As retirement approaches, one of the biggest concerns for many is ensuring they have enough savings to retire comfortably. But how do you determine what
Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules. George
George Square Financial Management shares the benefits and potential drawbacks of pension consolidation and provides an overview of the “pot for life” pension reforms announced
The 4th October 2023 marks World Financial Planning Day, which aims to showcase the benefits of financial planning, from the monetary gains to improved wellbeing.
George Square shares an overview of the key pension changes announced in the Spring Budget 2023, several of which came into force on 6 April
Good pension planning will help to ensure your future income will allow you to sustain your desired lifestyle.
Knowing how much you’ll need to save for a comfortable retirement is a question we get asked regularly, and the answer is dependent largely on