Wealth Insights

Insights on retirement, tax planning, estate and legacy, and lifestyle finance, giving you the knowledge you need to plan with clarity and confidence.

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Retirement
28 July 2026

Pension and Inheritance Tax: What the 2027 Changes Mean for Your Estate

From 6 April 2027, most unused pension funds will be brought within the scope of inheritance tax (IHT) for the first time. The legislation has now received Royal Assent as part of the Finance Act 2026*, so this is no longer a proposal under discussion. It is a confirmed change that will reshape how pension […]

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Andrea Rozario

Fresh thinking, regularly.

How Much Do You Actually Need to Retire?

Retirement

Retirement
9 min read

How Much Do You Actually Need to Retire?

Asking how much money you would need to retire is like asking ‘how long is a piece of string?’ Without knowing your goals, your employment history, and your savings and investment strategy, it would be...

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