The advent of Pension Freedoms, announced in the 2014 Budget, led to a predictable slump in annuity sales. In the year of the announcement, retirees bought 189,000 annuities from member companies of ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies ...

New research published today by The Investing and Saving Alliance (TISA) proposes alternative approaches to the Government’s proposed inheritance tax (IHT) ...

A justice froze dueling changes to a financial tax meant to shore up the federal balance sheet. Leaders now head to a July 15 ...

The OECD’s 2025 report highlights Indonesia’s fragmented and underperforming pension system, with major coverage gaps, ...

Marriage can have implications on Social Security benefits. While your disability or retirement benefits should remain ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

Type of annuity. An income annuity is a contract that produces only income. This type produces the most income because it ...