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Income and tax

Be aware of what to expect by reading our jargon-free advice on taxes and equity release.

  • Planning your retirement: money and tax

    This factsheet looks at some of the common money and tax issues connected with retirement, including dealing with pensions and tax allowances.
  • Dealing with an estate

    Information on dealing with an estate including inheritance tax rules.
  • Equity release

    This factsheet provides information about different types of equity release schemes such as lifetime mortgages and home reversion schemes.
  • Council Tax

    Learn more about Council Tax and find out the different steps that you can take to reduce your bill.

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