Currently, those over the age of 55 can take 25 per cent of their pension pot tax-free up to a £268,275 cap. There are ...

Combined income is your adjusted gross income plus any tax-exempt interest and half your Social Security benefit.

Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings. But understanding the rules is crucial if you want to make the most of ...

The tax-free pension lump sum is a key feature of retirement planning for millions of people who are budgeting for their future. If you are aged 55 or over, you are entitled to take up to 25pc of your ...

Answer: A lot of people experience sticker shock when they sit down to look at college costs today. For the 2025-2026 ...

Bob Gorman felt forced into taking his pension lump sum early last year - and now feels conflicted because his partner is ...

With just weeks until the Budget, I have decided to take a tax-free lump sum from my pension. I don’t know what Chancellor ...