Posts by David

How to use life insurance to cover a future Inheritance Tax bill for your family

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Higher-rate taxpayers: Beware of the 60% tax trap

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Why the “4% rule” could put your retirement finances at risk

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78% of retirees could be missing out on investment returns by accessing their pension early

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How “time travelling” as part of your financial plan could help you secure your goals

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The surprising effect your childhood has on your money mindset

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Uncertainty drives record numbers to take out income protection. Here’s what you need to know

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Explained: When do you need to declare the interest earned on savings?

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3 practical ways you could reduce your tax bill in retirement

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3 fantastic benefits of leaving a charitable legacy in your will

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How a financial plan could alleviate your inflation worries

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Why “safety in numbers” might not apply to investing

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