In the 2024 Autumn Budget, the government confirmed that most unused pension funds will be included in estates for inheritance tax from 6 April 2027. This is the most significant change to estate and retirement planning in a generation. If you have a pension and your estate is likely to be above the IHT threshold, […]
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A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made.
Your home may be repossessed if you do not keep up repayments on your mortgage. Some commercial and buy to let mortgages are not regulated by the Financial Conduct Authority.
