The pensions worth finding before you retire
Most people have more arrangements than they remember, and the forgotten ones are not always the small ones. What to look for, and the guarantees that get thrown away by accident.
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Insights
Short, practical notes from the people doing the work. General information, not personal advice — and nothing here is a recommendation to buy or sell anything.
Why the order of returns matters more than the average
Two retirements with identical average returns can end very differently. The difference is which years were the bad ones — and it is the single most underrated risk in drawdown.
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Start by working out the cost of doing nothing
Inheritance tax planning usually starts with a product. It should start with a number — and that number is often smaller than people fear.
Read more⟦Author attribution and publication dates still to be confirmed. The articles are general information, not personal advice.⟧
Tell us what you are trying to work out
A first conversation at our cost, and an honest view on whether advice would change anything for you.