I have NHS and private pensions
A reader wants to know more details about plans to bring pensions within the scope of inheritance tax…
More young people being gifted assets earlier due to inheritance tax change
As pensions will be drawn into the inheritance tax net as of April 2027, more people are looking…
Kodak Ends Pension to Cut Debt, Shifts to Cash Balance Plan
Eastman Kodak Company has terminated its pension plan that covered approximately 35,000 participants, and is offering a new…
‘He failed us’ – how a financial adviser moved into pension fund property, racked up rent arrears and now won’t leave
Martin Kelly advised clients to invest in a Co Wexford property, but according to investors he did not…
Trump’s 401(k) Change: What Administrators and Employees Need to Know
President Donald Trump‘s recent executive order has opened the door for alternative investments to be included in 401(k)…
Bill would give all workers federal-level retirement benefits
Many federal employees ask me when they will be eligible for “full retirement.” I prefer the phrase “financially…
Inheritance Tax rule change means your pension could be raided if you die young
From April 2027, inherited pensions will be subject to Inheritance Tax and included in the ‘estate’ – which…
Inheritance tax will apply on pension savings of those who die before retirement
Experts have warned that taxing pensions before retirement would be ‘unbelievably unfair’ and could discourage long-term saving Labour…
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Having good communication skills will “really pay off” for advisers when it comes to discussing upcoming changes to…
How YOU could retire at 35 with £1million in the bank using the FIRE method – & why the number 25 is key
IT’S everyone’s dream to retire early and travel the world, but it seems impossible to achieve. Meet the…
Sanders Proposes ‘Pensions for All’ as Trump Aims to Open 401(k)s to Private Equity Vultures
U.S. Sen. Bernie Sanders introduced legislation Thursday aimed at addressing the nation’s retirement security crisis as President Donald…
Ayotte-Backed Group II Retirement Fix Not Enough To Stop Class Action Lawsuit
Seifu Ragassa, President of the NH Group II Retirement Coalition, speaks with attorney William Woodbury following Wednesday’s hearing…