Estate planning can be a tricky thing to talk about and to get right, but doing so can significantly reduce the Inheritance Tax liability that is left behind.
Rising numbers of Brits are getting married, having children, and buying a home later in life, but it’s never too late to start contributing to a pension.
As ESG investing goes mainstream, aligning your portfolio with your values on environmental, social, and governance issues doesn’t mean sacrificing returns.
The opportunity to take tax-free cash from your pension might be difficult to pass up, but there are benefits to not taking it too. Here are three of them.
As the second quarter draws to a close, markets continue to gain traction (notably in the US), as economies gradually re-open and many countries progress with their mass vaccination programs.
As lockdown restrictions lift, retirees plan to make the most of their freedom. Read how Boolers can help your clients tick items off their bucket lists.
Inflation doubled in April compared to the previous month and rose again in May. What does this, and the economic forecast, mean for your clients' finances?