Retirement Planning

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HD
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Pension contributions as you approach retirement 
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6232 views 13 May 2026

Double tax? 9 steps to tackle the IHT change coming for your pension
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Double tax? 9 steps to tackle the IHT change coming for your pension
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The big April 2027 pensions rule change
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The big April 2027 pensions rule change
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EIS Investing Explained: Strategic Investing & Tax Planning for Company Directors
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EIS Investing Explained: Strategic Investing & Tax Planning for Company Directors
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Winter webinar: Unwrapping investment opportunities for 2026
HD
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Winter webinar: Unwrapping investment opportunities for 2026
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SPP Insights: Adequacy
HD
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SPP Insights: Adequacy
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Future-Proofing Your Wealth with Trusts and Family Investment Companies.
HD
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Future-Proofing Your Wealth with Trusts and Family Investment Companies.
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What does the Autumn Budget mean for your personal finances?
HD
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What does the Autumn Budget mean for your personal finances?
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5988 views 8 December 2025

Budget tax rises – here’s where they hit the hardest
HD
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Budget tax rises – here’s where they hit the hardest
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12454 views 4 December 2025

Autumn Budget 2025 webinar
HD
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Autumn Budget 2025 webinar
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16461 views 1 December 2025

Pension Consolidation: What it is and how it works
HD
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Pension Consolidation: What it is and how it works
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12102 views 17 November 2025

Taking pension tax-free cash? Don’t make these mistakes
HD
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Taking pension tax-free cash? Don’t make these mistakes
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Should you take your tax-free lump sum before the Budget?
HD
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Should you take your tax-free lump sum before the Budget?
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Pre Autumn Budget 2025 webinar: Preparing for any changes
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SPP Beginner’s Guide to the State Pension
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SPP Beginner’s Guide to the State Pension
The Society of Pension Professionals

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Killik & Co’s Weekly Market Update: 5th Sep
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Killik & Co’s Weekly Market Update: 5th Sep
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13084 views 8 September 2025

Unpacking inflation – the secret threat to retirement plans
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Unpacking inflation – the secret threat to retirement plans
Fidelity UK

12220 views 22 August 2025

Pensions, Tax Relief & Savings : Financial Planning for Working Carers:
HD
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Pensions, Tax Relief & Savings : Financial Planning for Working Carers:
St. James's Place

7355 views 3 July 2025

How is my annuity calculated? | Annuities Explained
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How is my annuity calculated? | Annuities Explained
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12350 views 17 June 2025

What are the types of annuity? | Annuities Explained (Episode 2)
HD
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What are the types of annuity? | Annuities Explained (Episode 2)
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7075 views 5 June 2025

Why is my pension performing poorly? Common concerns explained
HD
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Why is my pension performing poorly? Common concerns explained
Carpenter Box

13465 views 20 March 2025

An overview of retirement planning
HD
12:50
An overview of retirement planning
Azets UK

11552 views 18 February 2025

The Importance of a Lasting Power of Attorney
HD
42:35
The Importance of a Lasting Power of Attorney
Wright Hassall

7080 views 6 February 2025

Later Life Lending: Intergenerational advice and gifting
HD
50:04
Later Life Lending: Intergenerational advice and gifting
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4910 views 20 December 2024

How families can avoid the pitfalls of intergenerational wealth transfer
HD
6:23
How families can avoid the pitfalls of intergenerational wealth transfer
Killik & Co

17143 views 25 November 2024

Women in wealth: The future of high-net-worth
HD
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Women in wealth: The future of high-net-worth
Charles Stanley

7127 views 18 November 2024

The Ex Files: Death and Divorce Part 1
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The Ex Files: Death and Divorce Part 1
Wright Hassall

12795 views 15 November 2024

Tax Takes for Midlife Savers: Managing Capital Gains Tax, Pensions and Inheritances
HD
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Tax Takes for Midlife Savers: Managing Capital Gains Tax, Pensions and Inheritances
Killik & Co

17920 views 24 September 2024

Boost your pension potential
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Boost your pension potential
Hargreaves Lansdown

10541 views 18 July 2024

Retirement Income
HD
58:48
Retirement Income
Brooks Macdonald

7668 views 1 May 2024

Importance of financial planning and family law
HD
16:01
Importance of financial planning and family law
Brooks Macdonald

9378 views 11 March 2024

What mistakes are made when insurance is used to pay inheritance tax
HD
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What mistakes are made when insurance is used to pay inheritance tax
Bluebond

7880 views 25 January 2024

The costs of contesting a will
HD
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The costs of contesting a will
Wright Hassall

13866 views 11 December 2023

Life and estate planning -Practical considerations for your estate
HD
5:57
Life and estate planning -Practical considerations for your estate
Price Bailey

9948 views 11 October 2023

Perspectives webinar September 2023
Podcast - Audio Only
27:06
Perspectives webinar September 2023
Brooks Macdonald

7265 views 4 October 2023

Revising estate plans and overseas assets – Life and estate planning
HD
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Revising estate plans and overseas assets – Life and estate planning
Price Bailey

11135 views 22 September 2023

Life and estate planning – The importance of Power of Attorneys
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Life and estate planning – The importance of Power of Attorneys
Price Bailey

5828 views 11 September 2023

Key pension questions 4 – will I run out of money?
HD
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Key pension questions 4 – will I run out of money?
Killik & Co

11883 views 7 September 2023

life and estate planning – Wills for business owners
HD
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life and estate planning – Wills for business owners
Price Bailey

7771 views 4 September 2023

Key pensions questions 1 – should I have one?
HD
7:46
Key pensions questions 1 – should I have one?
Killik & Co

15651 views 18 August 2023

Financial planning questions every retired professional should ask
Article - 4 Minute Read
Financial planning questions every retired professional should ask
Brooks Macdonald

1942 views 18 August 2023

Questions every professional preparing to retire should ask
Article - 8 Minute Read
Questions every professional preparing to retire should ask
Brooks Macdonald

1333 views 16 August 2023

How to protect your second home in Europe from IHT?
HD
3:34
How to protect your second home in Europe from IHT?
Bluebond

5775 views 29 June 2023

How to deal with mortgages in a Family Investment Company?
HD
7:46
How to deal with mortgages in a Family Investment Company?
Bluebond

14046 views 23 June 2023

How do you achieve financial wellbeing?
HD
54:34
How do you achieve financial wellbeing?
Charles Stanley

5770 views 21 June 2023

Are trusts still relevant
HD
10:54
Are trusts still relevant
RSM UK

14129 views 14 June 2023

How to retire comfortably
Webinar - Slides
59:11
How to retire comfortably
Charles Stanley

9734 views 14 June 2023

How to change an existing company to a Family Investment Company?
HD
4:29
How to change an existing company to a Family Investment Company?
Bluebond

13459 views 29 May 2023

Pension Changes Again: Tax in 10 | Episode 49
HD
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Pension Changes Again: Tax in 10 | Episode 49
RSM UK

13499 views 25 April 2023

Will planning for businesses: OMB webinar series
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Will planning for businesses: OMB webinar series
Mills & Reeve

10058 views 14 March 2023

Should you place your Family Investment Company shares into a discretionary trust?
HD
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Should you place your Family Investment Company shares into a discretionary trust?
Bluebond

9443 views 8 December 2022

Autumn Statement Update
HD
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Autumn Statement Update
St. James's Place

19818 views 21 November 2022

A tax efficient approach to decumulation with Tony Wickenden
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A tax efficient approach to decumulation with Tony Wickenden
Legal & General

10851 views 18 November 2022

Utilising trusts to pass assets to the future generation
Podcast - Audio Only
11:43
Utilising trusts to pass assets to the future generation
Saffery

1756 views 16 November 2022

Pensions and retirement planning for business owners
Podcast
15:58
Pensions and retirement planning for business owners
Westcotts

7288 views 10 October 2022

How to save inheritance tax if you own a trading company?
HD
5:52
How to save inheritance tax if you own a trading company?
Bluebond

10690 views 20 September 2022

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Future-Proofing Your Wealth

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ABL – Your Best Route to Raising Finance?

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