Retirement Club insights

Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.

Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.

A pension drawdown, otherwise known as a flexi-access drawdown (FAD), is one way you can take your pension. Find out more about whether pension drawdown is right for you in this guide.

Here, we talk through how you can dip into your pension pot throughout your later years - including some key advantages and disadvantages of doing so.

In this guide, we look at various ways parents and grandparents can give their children a head start on savings - from junior ISAs to fixed-term savings and more.

The Lifetime Allowance was removed in April 2024, but what are the changes and how do they affect your pension planning? Read more in this article.

If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order. Read more here.

How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.