Work and business
Restricted stock units explained
Connect vesting, payroll deductions and the proceeds from selling shares.
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Family and inheritance
An executor's cashflow checklist
Establish available cash and estate commitments before making distributions.
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Retirement and pensions
Defined benefit pensions and the annual allowance
Understand why the pension input figure differs from your contributions.
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Saving and investing
Bond funds or cash savings?
Compare access, risk and the arrangement behind the return.
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Protecting your finances
Own-occupation income protection
Read the policy definition that decides how inability to work is assessed.
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Employee share options
Look beyond the exercise price when planning what to do with an award.
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Family and inheritance
Pension sharing and offsetting
Explore how different assets and pension rights are compared after divorce.
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Taking a defined benefit pension early
Compare the income offered at different retirement dates.
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Bond duration and maturity
Separate the repayment date from sensitivity to interest-rate changes.
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Protecting your finances
Choosing an income protection waiting period
Connect sick pay and savings with the date a policy would start paying.
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Work and business
Company director pension contributions
The checks to make before a company pays into a director's pension.
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Family and inheritance
A trust's letter of wishes
Understand its purpose and how it sits alongside the trust deed.
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