ISA reforms announced on 23 June 2026 mean a 22% charge on interest earned on uninvested cash held in investment ISAs. Here’s what savers and investors need to know.
Start saving today to help secure financial freedom in the years ahead
Planning for retirement and saving early helps you build a stronger, more resilient financial foundation for the future. The sooner you start, the more time your money has to grow, helping you stay ahead of rising costs and giving you greater control to shape the retirement you dream of. Early action not only enhances long‑term security but also gives you confidence and flexibility as you plan for the life you want.
It's important to remember that when you invest your capital is at risk and you could get back less than you invested.
Tips to maximise your retirement savings
Start early
Starting early gives you more flexibility, but it’s never too late to take control of your financial future. We’ll help you build a plan that supports your goals as they evolve over the years ahead.
Maximise your contributions
Whether you have a workplace or personal pension, maximise your contributions to build your retirement pot– especially if your employer will match your contributions. Use salary sacrifices, pay in bonuses and adjust your contributions as your salary grows.
Invest for growth
With a longer investment horizon, younger savers can typically afford to take on more risk, potentially boosting returns down the line.
Upcoming retirement webinars
Webinar - Tuesday 16 June 2026 | 12:00-13:00 GMT+1
Designing the retirement that works for you
Throughout the session, we’ll show how financial planning and investment decisions work together, helping you take ownership of your future and make informed, long‑term choices with confidence. The aim is to ensure your finances are working steadily in the background, so you can focus on the life you want retirement to support.
Webinar - Tuesday 16 June 2026 | 15:00 - 16:00 GMT+1
Staying in control throughout retirement
Retirement doesn’t mark the end of financial decision-making. It’s simply a new phase, with different priorities and opportunities - and for many people, a mix of excitement and uncertainty about what comes next The session will highlight how planning and investing continue to work together throughout retirement, helping you stay confident, informed and in control.
Insights on how to save for your retirement
5 minutes
16 June 2026
Exit timing for law firm partners
This article explores why exit timing is one of the most important decisions law firm partners face as they approach retirement. It looks at how financial planning, client succession and personal goals need to be aligned early to make the transition more controlled and less stressful.
This material is for information only and does not constitute advice. Tax depends on individual circumstances and legislation and HMRC practice may change. Clients should take personal advice (and tax/legal advice where relevant) before acting. Investments and tax advantaged investments can fall as well as rise and may be illiquid; eligibility and relief depend on meeting conditions.
5 minutes
16 June 2026
Pension optimisation for Big 4 partners
Why retirement planning is about more than the pension pot.
This article explores how we can help Big 4 partners can approach retirement planning in a joined-up way, looking beyond pensions to income, tax, investment restrictions and long-term financial resilience.
It is written for current or soon-to-retire Big 4 partners who want greater clarity on how to structure their wealth and plan their next stage with confidence.
Frequently asked questions
Here are some of the most common questions we hear from clients who are saving for retirement.
