Retirement Club insights

Thinking of leaving medicine? Learn how to make the most of your limited company cash.

Learn how to create an exit plan and navigate your partnership agreement, succession planning, premises sale and more.

How are you planning to fund your retirement? In this article we share how you can work out how much money you might need.

Thinking about retiring? We've put together a handy timeline for medical professionals. See what you need to do on the road to retirement.

Time to say goodbye to your patients? Ease the transition into retirement with our tips tailored to medics.

Did you know a portfolio career could affect your retirement planning? Here's how your post-work life could be affected by having multiple roles.

When the Lifetime Allowance (LTA) was abolished in April 2024, two new allowances were introduced – the LSA and the LSDBA. Here we look at what they are and when they apply.

How do you decide whether paying into the NHS pension or paying into a different pension is going to be better for providing a retirement income? Read more now.

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.

Specialist Financial Adviser from Wesleyan Financial Services, Greg Hendricks, breaks down what the changes in National Insurance will mean for GP practices.

Greg Hendricks, Specialist Financial Adviser at Wesleyan Financial Services, explores key factors that should be on GPs’ 2025 financial planning checklist.

Here we share the bespoke ways you can choose to take your pension - from lump sums to annuities. We also compare pension options, helping you to choose what's right for you.

However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.

With lots of rules, exceptions and reliefs, inheritance tax can get quite complicated - but it doesn't have to be. Find out more in this guide, including what you need to know about the nil-rate band.

Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.

An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.

Madeleine Dowling, Technical Team Lead at Wesleyan, explains the background to the McCloud remedy, what the RPSS are, and what recipients of them should be doing now.

Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.

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

Considering a flexible retirement? Here we discuss partial retirement vs. retire and return - and the potential benefits and challenges.