Residence nil rate band
Introduced in April 2017, the residence nil rate band is an allowance for passing on the family home without paying Inheritance Tax.
Planning for Retirement
Whatever you want from retirement, one thing is certain – to give you the retirement you want and deserve, you need to plan ahead.
Pension Options at Retirement
In this guide we look at the available options for using your pension at retirement.
Paying for care
This guide looks at how care funding works, how much care fees may cost and how a financial planner can help you with planning and paying for care.
Pension Lifetime Allowance
Changes to pension rules in recent years mean now could be a good time to revisit your retirement saving plan.
Fill in this simple checklist to ensure that the people you care about know where your important documents are.
Pension Carry Forward
Pension carry forward lets you make pension contributions above your annual allowance. This factsheet shows you how.
Making financial gifts
Many people want to make financial gifts to others - this guide gives you details of the rules, allowances and tax treatment.
Investing for children
Saving for children is a priority for many of us however there are various choices to make and different options available.
Investment services for charities
This guide explains how our nationwide team of investment managers can work with your charity to help you achieve your investment objectives.