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Peter Sharkey
How drawdown schemes can provide additional tax free income
Calculating how much money will be needed to last through what we all hope will be a peaceful and lengthy retirement can be a daunting, time-consuming task. Some folks see it as an unmitigated chore; others tackle this self-imposed, arithmetic project with admirable vigour.
Using Property Wealth to Help the Next Generation Onto the Ladder
Few Britons who took their first, tentative, steps en route to securing a home of their own towards the end of last century could have imagined the extent to wh...
Will Your Pension Last? How to Avoid a Retirement Income Shortfall
Do you find that clocks appear to go much faster in the morning, especially when you’re in a hurry? One minute it’s 6.30am and you have loads of time to shower,...
The Many Faces of Tax: Why Britons Pay More Than They Think
January and February don’t have to be the “miserable months”, although bidding farewell to an all-too-brief period of annual over-indulgence and welcome relaxat...
What a Tube Journey Reveals About Retirement, Travel, and the Future of Pensions
London’s underground trains could never be seriously depicted as friendly, social hubs, affable places where you’re always likely to strike up conversation with...
What the November Budget Means for Over-50s Homeowners in 2025 and 2026
For many years, Treasury officials and financial journalists have engaged in a relatively harmless, pre-Budget, period of cat-and-mouse, the former feeding deli...
Don’t Wait to Live: Why More Over-55s Are Using Equity Release to Move Abroad
Few historians bother researching or writing about times past when mankind recorded little of interest, noting for future generations that everything was going...
Women and the State Pension Gap: How Equity Release Could Bridge the Shortfall
Between 2010 and 2018, the state pension age for women rose from 60 to 65, a decision justified on the rather tenuous grounds that it ‘streamlined’ pension prov...
Why More Over-55s Are Using Equity Release to Upgrade Their Homes and Boost Property Value
“Well, summer’s officially over,” declared the middle aged electrician as he shuffled through the front porch door and out of the light drizzle, carrying enough...
Will Higher Property Taxes and Stamp Duty Push More Homeowners Toward Equity Release?
There’s a certain amount of satisfaction, though the feeling is infused with a large slice of annoyance, in predicting a potentially significant change in gover...