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Award-winning, Chartered Firm of Independent Financial Advisers

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Financial bill in hands of senior man with beard sitting next to his wife during discussion of housing payment documents

Over a million pensioners pushed into higher rate tax

4th September 2026

The number of pensioners paying higher rate tax has doubled in five years as frozen income tax thresholds pull more retirees into higher tax bands.

insights
Man and wife are reading divorce agreement with the hands

Financial disadvantages of not being married

3rd September 2026

Unmarried couples can face different financial rules compared with married couples and civil partners, with upcoming government proposals potentially strengthening rights for cohabiting partners.

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Woman helping senior man to complete paperwork

Families hit by inheritance tax on pensions

28th August 2026

From April 2027, unused pension funds will be included in estates for inheritance tax, while certain reliefs available on other assets will not apply. This includes loss on sale relief where pension assets fall in value after death.

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The Private Office, TPO, TPO Wealth, and TPO Invest are trading names of The Private Office Limited (company number 10226899), which is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 789482. 

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