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In the following articles, pension specialist Tony Thomas shares a plethora of useful information.

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TT Wealth News September & October 2026

Tony Thomas2026-10-09T16:35:35+01:00Financial Planning, Estate Planning, Pensions, Wealth Management|

Ahead of the Autumn budget as well as explaining what might change and the potential impact on your finances, our latest newsletter and three guides are designed to help you check in: on your retirement income on what happens to your wealth further down the line on how you can support your family without [...]

UK Pension Allowances: What You Can Contribute in 2026/27

Tony Thomas2026-09-06T11:25:40+01:00Pensions, Financial Planning|

Tony Thomas | BA (Hons), FPFS, ACII | Chartered Financial Planner | Fellow of the Personal Finance Society Last compliance review 3rd Sept 2026 Correct as at 2026/27. Pension allowances change most tax years, so it's worth checking you're working from current figures rather than an old article, or a number someone mentioned [...]

TT Wealth News July & August 2026

Tony Thomas2026-07-13T09:49:58+01:00Estate Planning, Financial Planning, Pensions, Wealth Management|

Summer can be a good time of year to check that your plans still reflect what matters most to you. This month we've published a newsletter and three guides covering everything from lost pension pots to passing on wealth with confidence. Here's a brief overview of each one, and where you might find them [...]

What Is A Good Pension Pot at 55?

Tony Thomas2026-07-15T10:58:52+01:00Pensions|

Tony Thomas | BA (Hons), FPFS, ACII | Chartered Financial Planner | Fellow of the Personal Finance Society Last compliance review 6th July 2026 Are you approaching 55 and starting to wonder whether your pension is on track? You are not alone. Many people at this stage of life feel a [...]

Your Finances, Simplified

Tony Thomas2026-05-12T19:37:05+01:00Estate Planning, Financial Planning, Pensions, Wealth Management|

Four essential guides and resources, written for people who want clarity, confidence and control over their financial future. Whether you're approaching retirement, thinking about what you'll leave behind, or simply want a clearer picture of where you stand, knowledge is the first step. We've put together four resources this month that address the [...]

What Happens To Your Pension When You Die?

Tony Thomas2026-07-15T11:15:31+01:00Pensions, Estate Planning, Financial Planning|

Pensions are a crucial part of your retirement planning, providing a reliable source of income in later years so you can maintain your standard of living after you’ve stopped working. However, it’s equally important to understand pension death benefits, in other words, what happens to your pension when you die. Pensions are not typically [...]

Key Steps To Take Before The Tax Year Ends

Tony Thomas2026-03-10T15:04:02+00:00Estate Planning, Financial Planning, Pensions, Wealth Management|

With the end of the tax year approaching, now is the time to review your finances and ensure you are making the most of the opportunities available to you. Many allowances reset on 6 April, meaning valuable tax-efficient options can be lost if they are not used in time. Whether you are planning for [...]

What’s On Your Financial To-Do List for 2026?

Tony Thomas2026-03-08T11:52:36+00:00Estate Planning, Financial Planning, Pensions|

As we move into 2026, it’s a good time to step back and take stock of your financial position. Changes to tax rules, evolving pension legislation, and shifting personal circumstances all mean that financial planning is never a one-off exercise. Regular reviews help ensure everything continues to work together in a way that supports [...]

ISA or Pension: Which is the Best Option for Your Financial Future?

Tony Thomas2025-11-05T10:08:51+00:00Pensions, Financial Planning, Wealth Management|

Choosing between an ISA or pension can be tricky. ISAs and pensions offer different benefits, and understanding their distinctions is crucial for your financial planning. ISAs offer tax-free income / growth and easy access to your money, while pensions come with upfront tax relief and are designed for long-term retirement income. This blog post [...]

Your November 2025 Newsletter and Guides: Plan, Protect and Grow Your Wealth

Tony Thomas2025-11-11T15:08:29+00:00Estate Planning, Financial Planning, Pensions, Wealth Management|

Planning for a secure, fulfilling retirement takes more than numbers on a spreadsheet, it’s about clarity, confidence and control over your financial future. This Newsletter and Retirement Guides have been created to help you plan ahead, protect what you’ve built, and make informed decisions that support the lifestyle you want, today and for years [...]

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Pensions

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