Being aware of the rules around leaving your pension to a beneficiary after you die can avoid lost money or confusion with wills.
It’s never a bad time to save money into a retirement fund, however there are big changes coming to pensions in 2019, which you may want to read up on…
Charles James Financial Planning is delighted to announce our inclusion into FTAdviser’s Top 100 Financial Advisers 2018!
The Treasury has confirmed that it is looking at ways to change some of the ways in which pensions tax relief is provided.
Just seven months remain until the UK leaves the European Union, and with an ever increasing chance of a “No-Deal Brexit”, we take a look at what that means for you.
Many people, especially young people, put off contributing into a pension as they just aren’t sure how and why they should. Here are the basics of pensions to help you maximise your retirement fund.
Despite the base interest rate increasing in November 2017 - the first increase in more than a decade - the Bank of England has announced another increase.
According to a new report, workers should be saving at least 12% of their annual wage into a pension.
With a huge number of adults in the UK not having written a Will yet, we take a look at some key pieces of information around Wills that you may not know…
Hundreds of thousands of over 40s are at risk of being left short when it comes to their retirement savings.
Pensions freedoms have brought financial flexibility for those entering retirement age, however you must be aware of the consequences of withdrawing lump sums from your pension pot, especially if you plan on doing so before retirement age.
According to a leading investments firm, workers should have double their annual salaries in savings by the time they reach their mid-30s.
Latest government figures reveal that a quarter of all pensioner households have no money saved for retirement.
The new tax year has arrived, and with it comes sweeping changes to the way you pay tax…
Many older workers are expecting to use inheritance money or property sales to boost their retirement funds, as saving is becoming more difficult.
Many are being advised to check their state pension forecast in advance, in order to avoid disappointment and give themselves time to prepare.
38 of all mortgages taken out in 2017 will not be paid back until the borrower is at least 65.
An increasing number of people are taking out drawdown pensions without seeking financial guidance.
With the Government’s U-turn on scrapping Triple-Lock, just how long can the state pension policy last for?
An unexpected result in the General Election has left uncertainty surrounding key policies, particularly involving personal finance.