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Tax Tables

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Factsheets


Advice matters
Age is just a number
A long life needs a smart retirement plan
A little today, a lot tomorrow
Annuities
Applying for a three-month mortgage payment holiday
Are you ready to invest?
A new tax year, a new start for your finances
Auto-enrolment
Average age of divorce at an all-time-high
Averting a later-life financial crisis
Avoiding hidden dangers in retirement
Back to the future
Balancing act
Beware of the scammers
Beware of pension fraudsters
􏰀􏰁􏰂􏰃􏰂Boost your pension savings
Breaking up is hard to do
Building a diverse portfolio
Build your own financial plan
Can’t afford to retire
Cashing out
Caveat emptor:‘let the buyer beware’
Choppy waters, not full-on gale
Combined finances
Conscientious investor
Coronavirus investment scams
COVID-19 effects on retirement planning
Coronavirus impact on the global economy
Coping with life-changing events
Countdown to retirement
Cultivate the art of patience
Creating wealth for children
Critical Illness Protection
Critical factor
Currency Fluctuations
Different types of annuity
Different life events
Discover a clearer financial future
Divest or engage?
Diversification, diversification, diversification
Divided on divorce
Do you have a financial back-up plan?
Don’t put all your eggs in one basket
Don’t miss the ISA deadline
Don't worry, be happy
Do your numbers add up?
Do you have protection if the worst should happen?
Dot-com crash to global financial crisis
Dreaming of escaping a working life for retirement?
Dreaming of an early retirement
Driving towards the next phase of your life
Election 2017
Emergency cash
Enjoy your retirement
Exploring your ISA options
Estate planning
Estate protection
Evolution of ESG investing
Festive financial gifts
Festive gifts that teach children the value of money
Financial action plan
Financial fallout from COVID-19
Financial fitness
Financial freedom
Financial goal-setting
Financial resilience
Financial Support
Financially unprotected
Flexible drawdown
Focus on long-term horizons
Forgotten pensions
For richer, for poorer
Freetirees
Funding care
Funding future care costs
Funding your golden years
Funding long-term care
Future financial health
Get ‘wrapped’ up
Gifting generation
Give a triple boost to your children
Goals-based investing
Growing care costs
Gender savings gap widens
Greater choice for retirees
Generous grandparents
Gender pension gap
Getting your affairs in order
Goldilocks economy
Growing your wealth
Grow your money
Happiness is freedom
Have you planned for the unexpected?
Healthy, wealthy and well advised
Health Fears
How has COVID-19 affected retirement plans?
How prepared are you for retirement?
How can I protect my money from inflation?
How to make the most of your retirement
How secure is the future of your family or business?
How sustainable is your portfolio?
How to future-proof your finances as a parent
How would you cope without an income?
Hello LISA
Impact investing
Income drawdown
Inflation matters
Inflation proofing your portfolio
Income protection insurance
Independence plan
Individual savings accounts
Inheritance Tax
Inheritance Tax concerns?
Inheritance tax matters
Inheritance tax nil rate band and rates
Inheritance Tax rule changes
Investing with a conscience
Investing for income
Investment choices
Investment company inflation busters
Investment wise
Investing for the future
Income investment strategies
Income matters
Income protection insurance

Inside the mind of a scammer
Intergenerational financial planning
ISA rules and InheritanceTax
ISA returns of the year
Life events
Life is full of uncertainties
Life goals
Lifetime Individual Savings Accounts
Lifestyle protection
Lasting Power of Attorney
Lasting the distance
Lifetime allowance
Live the life you want
Long-forgotten plans
Long-term investing
Managing volatility
Make it a date
Making the most of your pensions
Making a will
Making inheritance gifts from surplus income
Managing risk
Market exposure
Market fluctuations
Market matters
Market sentiment
Maximising the value of your pension pot
Meaningful insights
Minimum pension age to increase
Millions change retirement plans post–EU vote
Millennials get real with the numbers
Millennials look to build long-term wealth
‘Miss List’
More than a third of Britons plan to maintain new saving habits
More over-55s forced to dip into pension pots
Money Lessons
Money’s too tight to mention
Money Purchase Annual Allowance
Moving closer to retirement
Navigating markets
Navigating the financial impact of COVID-19
‘New Age’ of self-employment
New state pension age
NewYear,new start to your finances
No pain, no gain
‘No, thanks’ to downsizing
Not ready to give up working and retire?
Origins of wealth
Over-50s with no pension provision
Passing on pension benefits
Passing on wealth without further tax charges
Pensions and Divorce
Pension boost
Pension booster
Pension freedoms
Pension options
Pension time bomb
Pension unlocking
Pensions and retirement still remain a taboo
Peace of mind for you and your family
Pension consolidation
Personal pensions
Planning for early retirement
Planning the future you want
Planning for your retirement
Plan for tomorrow, live for today
Plan the perfect retirement
Planning for life in your golden years
Planning for succession
Planning for tomorrow, today
Plan for the life you want
Planning opportunities
Preparing for your upcoming retirement
Preparing for the risk of inflation
Preparing for the unexpected
Pretirement
Priceless education
Protecting renters affected by coronavirus
Protect yourself from pension scams
Protecting family wealth
Protecting the value of your money
Protecting you and your family’s finances
Protecting your estate for future generations
Protecting your finances and well-being
Protect the things that mean the most to you
Protecting your retirement plans
Road to Brexit
Reduce your Inheritance Tax bill
Relationship breakdowns
Responsible investing
Retiring abroad
Retirement income
Retirement freedoms
Retirement finances
Retirement planning journey
Retirement longevity
Retirement matters
Retirement options
Retirement choices
Retirement roulette
Retirement savings longevity
Retirement wealth
Revolutionising the retirement landscape
Rise of the female breadwinner
Risk of retirement longevity
Safeguarding wealth for future generations
Sandwich Generation
Savers ‘banking on ISAs’
Saving adequately for the future
Savings black hole
Savings in retirement
Sustainable Investing
Securing a bigger annuity income
Securing your financial future
Seize the day
Self-invested personal pensions
Self-employment Income Support Scheme
Self-employed finances
Setting investment goals
Shopping around for a better deal
‘Sleepwalking’ into retirement
Smart investments
Smart plans
Smoothing out your portfolios returns
State pension
Steps towards a better financial future
Succession planning
Surviving investment volatility

Standard of Living in Retirement
State Pensioners
State Pension age rises
Stocks & Shares ISA
Short, medium and long-term rational
Taxing times ahead
Tax-Wise
Tax saving opportunities
Ten tips to achieving your financial goals
That shrinking feeling
The future of work is coming
The Golden Years?
The power of a plan
Thinking ahead
Time to look at the ‘big picture’?
To downsize, or not to downsize?
Top pension tips if you’re about to retire
To transfer, or not to transfer?
Time to identify your tax planning opportunities?
Time for pensions to contribute towards building a better world
Time to update your planned retirement date?
Tips to minimise the tax you pay
Tracing a lost pension
Transferring ISAs
Trusts
Trust in your investments
Turbocharge your pension
Unlocked pension savings
Untying the knot
Valuing your estate for inheritance tax
Wealth sharing between generations
Wealth needs managing – now more than ever
Wealth Uplift
Will your pension run out early?
Workplace pensions
Working 9 to 5
Working remotely
What are you waiting for?
What’s your magic number?
What you need to know
What’s important to you?
When I’m gone
Why being over-40 is the new mid-20s
Why seek professional financial advice?
Who will be opening a new ISA in 2017?
Who wants to be a millionaire?
Why silence isn’t necessarily bliss
Wealth creation
Wealth preservation
Will you make provision for all that you hold dear?
Year End Tax Planning
You have one life, so invest wisely
Your future self
Your money, your choice
Your wealth.Your legacy
2017 Investment outlook
2016/17 Year End Planning
2018/19 tax changes
2020 Financial Resolutions
5 healthy financial habits you shouldn’t ignore

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