Blogs

Guide: How to find purpose and get the most out of your retirement

Financial Wellbeing

Guides

Retirement planning

Something different

May 31st 2024

7 practical tips that could help Generation X feel more confident about their retirement

Financial Wellbeing

Retirement planning

Something different

March 13th 2024

Cost vs value: What’s the difference when you’re making a financial plan?

Financial Wellbeing

Inheritance Tax / Estate Planning

Investments

News

Retirement planning

December 13th 2023

2 Autumn Statement announcements you may have missed that could simplify your finances

Investments

News

Retirement planning

December 13th 2023

The number of pension savers risking a charge by exceeding the Annual Allowance soars 20%

News

Retirement planning

Tax Year End Planning

December 13th 2023

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

Investments

News

Retirement planning

Tax Year End Planning

September 12th 2023

Should you take your pension tax-free lump sum to kickstart retirement?

News

Retirement planning

September 12th 2023

Guide: How to manage the harmful effects of inflation on your wealth

Guides

Investments

Retirement planning

June 7th 2023

Should you lock in your savings interest rate now?

Investments

News

Retirement planning

June 6th 2023

Want to retire early? Financial planning could make it a reality

Investments

News

Retirement planning

June 6th 2023

State Pension Top Up

News

Retirement planning

March 13th 2023

5 practical things to check as part of a financial midlife MOT

Retirement planning

March 8th 2023

What our clients say

I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.

FR, Lanark

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