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‘I have £800,000 – can I retire early and care for my parents?’

Portfolio Clinic: Our reader wants to stop work in five years, but needs a better strategy. Holly McKechnie investigates

Retirees are still paying more pensions tax than they should

The tax man still hasn’t fixed a problem dating back to 2015. We explain how to avoid it

How to prepare for the pensions tax grab

A heavy administrative burden awaits those settling inheritance tax, but there are ways to lighten the load

Pensions belong to savers, not the state

Reeves’ pensions mandation is worrying

How to fund a mid-life career change 

Careful financial planning can give you the flexibility to explore new paths

‘We have generous pensions – should we change how we invest?’

Portfolio Clinic: Our readers have enough income but wonder if their savings can do more. Holly McKechnie takes a look

How to manage a mortgage in retirement 

Easing your mortgage burden later in life is possible but there are consequences to doing so 

When (and when not) to buy an annuity

There are good deals out there for pensioners – but you need to know the pros and cons before splashing out

‘How do I grow my compensation lump sum to £1mn?’

Portfolio Clinic: Our reader is new to investing and has ambitious goals. Val Cipriani finds out if they’re realistic

The salary sacrifice back-and-forth begins

House of Lords amendments could improve the situation for savers, but the final outcome remains uncertain