Pensions Savings Investments

Equity release passes £3bn in 2017

The average pensioner released £77,380 from their home in 2017.

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3 in 4 SME owners plan to work past retirement age

11% of business owners think they won’t be able to retire.

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Taxpayers reclaim £493m from HMRC

Revenue accused of 'tax first, ask questions later' approach.

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Personal tax planning

Personal allowances and reliefs, capital taxes, pension contributions and ISA allowances.

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Enterprise Investment Scheme (EIS) Junior ISA

State pension top-up proves a flop

Only 13,000 people took advantage of government scheme.

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