Category: Retirement Planning

How much of my income should I save for retirement? How big a pension pot do I need? Both are valid questions, but another thing they have in common is a lack of simple answers.

Whether you are looking at a simple bank account, a private pension arrangement, or a friend’s start-up company, investment decisions need to be based on a plan. We take a closer look at wills.

People often get confused when it comes to Wills and Trusts. Both are useful and can be used to execute and complete an estate plan – However, they serve two different purposes.

As a South African expat, you could end up paying tax on your hard-earned retirement savings. Here is our guide on minimising tax on retirement savings as a South African expat.

A State Pension will only be a small portion of your retirement portfolio. For most professionals, the main part of their retirement savings is in employer-provided or commercial pension plans.

A will is an essential document. We take a closer look at what a will does and why it matters so much. Here are ten essential things you should know about wills in the UK.

According to a survey conducted by the Society of Actuaries, around half the population of America looks at family history when trying to work out their life expectancy.

You have just started making some real money, and you have so many ideas on what to spend it on. In this article, we take a look at how to start saving for retirement in your 20s.

Besides health, money is the obvious factor that will decide what type of retirement you will have. Here, we take a look at five retirement planning mistakes and how to avoid them.

Although it mainly applies to material possessions, a will can also cover other issues, such as selecting a guardian to one's children. Here, we take a look at how you can make or update a will.

In the previous article, we have explained the basics of forced heirship, which applies in most of the world's countries. Here, we take a closer look at forced heirship and how to avoid it.

Are you a British expat working abroad without a will? Protect your family, savings and investments for total peace of mind. Here, we take a look at why expats need to think about wills.

In some countries such as England, Wales and Northern Ireland, you are free to pass your assets to anyone you choose by formulating your wishes in a will. This freedom does not hold everywhere.

A trust is a legal agreement, which makes a third party responsible for holding and managing assets for the benefit of "beneficiaries." We look at the importance of setting up a trust.

If you are a director or a shareholder in a company, you know the importance of planning for various potential outcomes and what-if scenarios, even those which may seem unlikely.

A will documents how your assets should be managed and distributed according to your wishes. Here, we take a closer look at estate planning and why you need to consider making a will.