Updates to “How To Fund The Life You Want” 2nd edition (2026)
This page gives updates for the 2nd edition of “How To Fund The Life You Want”, published in May 2026. If you want to see the corrections and updates for the first edition, you can go to a separate page.
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Send us your corrections (or comments)
If you find any errors of fact in the book (or our workbook), please use the form below to let us know about them. We also welcome your thoughts about how we can improve the book for future editions.
Bonus material (and corrections)
Chapter 7: Manage Your Mix
Bonus material for p187, The case for a late-life annuity. The FT has published an interesting article about the link between annuities and inheritance tax (there is a paywall). The FT points out that now that DC pensions are due to be subject to inheritance tax, certain types of annuities will begin to have inheritance tax advantages. This prompts a broader reflection on our book’s relatively limited focus on inheritance tax. When writing it, we assumed that most readers would not have sufficient wealth in retirement to justify reducing pension income in order to maximise inheritances. A minority, however, will be in that fortunate position of having to balance income needs with inheritance planning. For those readers, this is a complex area where regulated financial and legal advice will undoubtedly earn their keep.
Chapter 9: Find a First-rate Adviser
Bonus material for p217, The danger with AI advice. The FT has published an in-depth article about the ways in which people are experimenting with AI (there is a paywall) as a substitute for regulated advice, which is an interesting read and a useful supplement to what we say in the book. We were surprised, however, that it did not point out the lack of a regulatory backstop if things go wrong.
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