UK Budget 2025: Key Points and Takeaways
We break down the key measures from Budget 2025, including extended tax threshold freezes, salary sacrifice changes, ISA reforms, and support for pensioners and lower-income families.
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How to Choose the Right Retirement Planning Adviser for Your Financial Future
Selecting the right retirement planning adviser requires careful evaluation of their qualifications, expertise, and approach to help you navigate the complex world of pensions, tax-efficient savings, and investment strategies for your financial future.
Introducing the ISA Bridging Calculator: Your Path to Early Retirement
Planning to retire early? Our new ISA Bridging Calculator helps you determine if your Stocks & Shares ISA can provide tax-free income during the gap between early retirement and pension access age, with two flexible calculation modes and detailed year-by-year projections.
Vanguard’s New Minimum Fee: What It Means for UK Investors
Vanguard's new £4 monthly minimum fee from January 2025 affects investors with balances under £32,000. While competitive for larger portfolios, smaller investors may face higher costs, potentially impacting compounding growth and prompting a review of alternative platforms.
Top SaaS Solutions for Managing Your Pension Contributions as a Self-Employed Worker
SaaS solutions like Penfold, Moneybox, Nutmeg, and PensionBee offer self-employed individuals efficient, flexible, and secure ways to manage pension contributions and simplify financial planning.