Retirement and pensions
Deferred payment agreements for care
Explore care costs, property security and the eventual repayment.
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Saving and investing
Bond coupon, yield and price
Understand three different figures before comparing bonds.
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Protecting your finances
Income protection: how long does it pay?
Distinguish the benefit period from the length of the policy.
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Work and business
Director's loans explained
Understand the boundary between company funds and personal borrowing.
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Family and inheritance
Children's savings and the source of gifts
Explore why the person giving the money can matter for tax.
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Retirement and pensions
Retiring at different times
Plan household income when partners stop work and start pensions at different dates.
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Saving and investing
How Bed and ISA works
Follow the sale, subscription and repurchase, including the questions each step raises.
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Decreasing life insurance and your mortgage
Compare the policy's falling cover with the mortgage balance it is meant to cover.
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Company cash and personal finances
Keep company balances separate from the money available for your own plans.
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Family and inheritance
Planning for the Child Benefit tax charge
Check the relevant income figure and prepare for a possible repayment.
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Retirement and pensions
Comparing annuity quotes
Match the features, guarantees and dependant benefits before comparing income.
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Saving and investing
Average returns and recovering losses
Understand compounding and why a gain does not simply cancel an equal percentage loss.
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