With only two weeks remaining in the 2024/2025 tax year, taxpayers have a final opportunity to maximise their tax-deductible ...

Sales of annuities, which can be used to protect savers' cash from inheritance tax have soared, according to official figures ...

If interest rates stay high for long, that can add up to a lot of interest saved – but each extra payment reduces your ...

Planning for retirement is one of the most important financial steps you can take, yet many South Africans delay saving for ...

By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...

Total annuity sales reached £7bn last year, a 34 per cent increase compared to 2023, and more people turned to advice before ...

Total sales were worth £7billion last year, a 34 per cent increase on 2023, according to the latest data from the Association ...

Now you’re facing that R5 000 monthly question – should you boost your retirement savings through your retirement annuity (RA), open a tax-free savings account (TFSA), or chip away at your ...

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they ...

Sales of annuities, which offer people to use their pension pots to buy an income for life, have skyrocketed by 24% in the last year.

One of the most significant decisions anyone with a pension can make is taking a lump sum (annuity) versus receiving monthly ...

Registered index-linked annuities will capture much of market gains while offering downside protection. They are maddeningly ...