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Alice Douglass

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Category: Pensions

Inheritance tax planning, Pensions

💬 Big Pension Changes Ahead: What the 2027 Inheritance Tax Rules Could Mean for You

If you’ve worked hard to build up your pension pot — alongside property, investments or a business — there’s an important change on the horizon that could have a major…

By Alice Douglass6th October 20256th October 2025Leave a comment
Middle-aged couple planning budget together
Pensions

Should you apply the 4% rule to your pension income?

Having worked hard to save for the next chapter of your life, once you’re ready to retire, you’ll be keen to generate a sustainable income from your accumulated pensions and…

By Alice Douglass17th September 202424th September 2024Leave a comment
Woman taking off wedding ring
Divorce, Pensions

Divorce and pensions: how a financial planner could help you share your retirement savings

One very important, but often complex, part of divorce is dividing your wealth.  Taking financial advice during a divorce could help you split your assets and start this new chapter…

By Alice Douglass1st February 202423rd February 2024Leave a comment
Pensions

3 need-to-know pension tax rules to be aware of before you retire

Pension Awareness Week is upon us, falling this year between 11 and 15 September. This week offers the perfect opportunity to better your understanding of pension tax rules and how…

By Alice Douglass11th September 202317th June 2025Leave a comment
People laughing during a meeting around a table
Pensions

The important pension perks that could arise from the expansion of auto-enrolment

If you have been in one or multiple working roles since 2012, it is highly likely that you will have been automatically enrolled into a pension scheme.  Auto-enrolment requires employers…

By Alice Douglass10th August 202328th August 2023Leave a comment
Happy woman sitting on sofa and looking at iPhone
ISA, Pensions, Tax

3 clever reasons investing at the start of a new tax year could boost your wealth

As you may know, April sees the start of a new tax year. This is a significant event that has the potential to affect your finances, depending on what new…

By Alice Douglass13th April 202317th June 2025Leave a comment
Woman relaxing on blue sofa while holding a glass of red wine.
Pensions

5 powerful ways women can get their pension pot on a par with men’s

A study by Aviva makes sombre reading for women when it comes to their retirement. According to research released in January 2023, women aged between 60-65 years have pension pots…

By Alice Douglass17th March 202317th June 2025Leave a comment
Female adviser carrying out financial review with clients and dog
Investment, Pensions

5 really important times to review your pension and investments

The start of the new year is an ideal time to review your finances. Read on to discover five other times you probably need to review your pensions and investments.

By Alice Douglass24th January 202325th January 2023Leave a comment
mature couple cooking in kitchen
Pensions

2 important ways your retirement lifestyle could deplete your pension

As the cost of living and inflation continue to dominate headlines in the UK, the findings of a report published in FTAdviser will hardly come as a surprise. It revealed…

By Alice Douglass30th September 202217th June 2025Leave a comment
railway tracks merging
Pensions

Should I consolidate my pensions? 3 important factors to consider

Should I consolidate my pensions? Should I consolidate my pensions? It’s a question you may be asking yourself, especially as recent research by Scottish Widows suggests that merging your pensions…

By Alice Douglass23rd September 202130th June 2025Leave a comment

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Recent Posts

  • 💬 Big Pension Changes Ahead: What the 2027 Inheritance Tax Rules Could Mean for You
  • 💬Understanding Inheritance Tax: How It Works and How to Reduce It
  • Investments & Inheritance Tax Planning: Keeping More in the Family
  • Financial Planning and Year-End tax planning: A Guide to Getting Organised
  • Financial Decisions Every Business Owner Should Make Before their Business Year End 

About Grosvenor Consultancy

Grosvenor Consultancy Limited is authorised and regulated by the Financial Conduct Authority (Reference 187799). Registered in England and Wales (No. 3509936). Registered address: 76 Macrae Road, Eden Office Park, Bristol. BS20 0DD Head Office Telephone number: 01275 373348

Tax rules, rates and allowances are all subject to change and are dependent on individual circumstances.

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