Investment funds come in a variety of formats and acronyms – the differences are worth knowing. The days of individuals largely owning UK shares have long passed. The latest National... read more →
You do not have to take your state pension at state pension age. The current state pension age (SPA) – the earliest age at which you can draw your state... read more →
As interest rates continue to rise, we need to consider why. Cast your mind back to July 2020. Covid-19 was creating massive social and economic disruption, reflected in a Bank... read more →
Is Downing Street really planning to abolish inheritance tax? Shortly before the so-called ‘silly season’ (Parliament’s summer recess) got underway, several newspapers carried stories that Downing Street was considering the... read more →
Capital gains tax raised £16.7 billion in 2021/22, according to HMRC – a 15% increase over the previous year. But what lies behind these statistics? In early August media outlets... read more →
New income tax statistics from HMRC appear to be good news, but the numbers are not what they seem. Taxpayer’s marginal rate Basic Rate Higher Rate Additional Rate 2020/21 Average... read more →
New research reveals that one in three people could face hardship in retirement. The “cost of living crisis” is a phrase that is hard to avoid in any media. High... read more →
Rising mortgage rates are posing some difficult questions for one of the major providers of housing finance. You would think that a group estimated to have provided £8.8 billion of... read more →
The Chancellor has announced a new initiative to stimulate higher risk pension investment, shifting focus to UK private companies. “British pensioners should benefit from British business success. By unlocking investment,... read more →
With a general election less than 18 months away, thoughts are turning towards the potential policies of a new occupant of 11 Downing Street. With most opinion polls showing a... read more →
