Stay informed with the latest updates from the financial world. Our news section provides the most relevant and recent developments affecting your financial planning. From changes in regulations to market trends, we keep you up-to-date so you can make well informed decisions.
PUTTING OFF THE PERSONAL ALLOWANCE VS STATE PENSION PROBLEM
16th October 2025
The ingredients to determine next April’s increase in the State pension are now clear and suggest a problem deferred until the 2026 Budget.
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THINKING ABOUT TAKING TAX-FREE PENSION CASH EARLY? HMRC SAYS: BE CAREFUL
6th October 2025
Many people are wondering whether they should take their tax-free pension cash now, just in case the rules change. HMRC has issued a clear warning to be careful.
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INHERITANCE TAX AND PENSIONS: THE FOLLOW UP
1st October 2025
The government has published its reply to the many responses made to last October’s consultation paper on bringing pensions within the scope of inheritance tax (IHT).
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LIFETIME ISA PROBLEMS: WHY THE LISA IS STRUGGLING
25th September 2025
Investment risk is often highlighted negatively. Discover the positive aspects of investing discussed by the Chancellor.
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INVESTMENT RISK AND REWARD
17th September 2025
Investment risk is often highlighted negatively. Discover the positive aspects of investing discussed by the Chancellor.
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INTEREST RATE CUT GOES THROUGH... ON A SECOND VOTE
8th September 2025
The Bank of England cut interest rates to 4% after a rare second vote. Discover why it happened, the inflation outlook, and what it means for investors.
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WILL REFORM PROPOSALS – TIME TO REVISE VICTORIAN RULES
3rd September 2025
The Law Commission has proposed modernising the Wills Act 1837. Explore key changes, including electronic wills, marriage rules, and age requirements.
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IS SALARY SACRIFICE UNDER REVIEW? HMRC’S DELAYED REPORT EXPLAINED
29th August 2025
HMRC’s delayed salary sacrifice report sparks questions. Find out what the findings could mean for employers and pension savers alike.
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ANOTHER PARLIAMENT, ANOTHER PENSION SCHEMES BILL
18th August 2025
The new Pension Schemes Bill could transform workplace pensions. Learn about small pot consolidation, private market investments and more.
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THE RETURN OF THE WINTER FUEL PAYMENT
11th August 2025
The Winter Fuel Payment is back for most pensioners in England and Wales. Find out who qualifies and how income limits affect eligibility.
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WHAT THE MANSION HOUSE ACCORD MEANS FOR YOUR PENSION
29th July 2025
Pension funds may be steered toward UK investments under the Mansion House Accord. Discover how this affects your retirement planning.
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A RETURN OF INFLATION?
23rd July 2025
UK CPI rose to 3.5% in April 2025. Find out what’s driving inflation and how it could impact your retirement and financial plans.
GO TO ARTICLEStay informed with the latest updates from the financial world. Our news section provides the most relevant and recent developments affecting your financial planning. From changes in regulations to market trends, we keep you up-to-date so you can make well informed decisions.
PUTTING OFF THE PERSONAL ALLOWANCE VS STATE PENSION PROBLEM
16th October 2025
The ingredients to determine next April’s increase in the State pension are now clear and suggest a problem deferred until the 2026 Budget.
GO TO ARTICLETHINKING ABOUT TAKING TAX-FREE PENSION CASH EARLY? HMRC SAYS: BE CAREFUL
6th October 2025
Many people are wondering whether they should take their tax-free pension cash now, just in case the rules change. HMRC has issued a clear warning to be careful.
GO TO ARTICLEIS SALARY SACRIFICE UNDER REVIEW? HMRC’S DELAYED REPORT EXPLAINED
29th August 2025
HMRC’s delayed salary sacrifice report sparks questions. Find out what the findings could mean for employers and pension savers alike.
GO TO ARTICLEANOTHER PARLIAMENT, ANOTHER PENSION SCHEMES BILL
18th August 2025
The new Pension Schemes Bill could transform workplace pensions. Learn about small pot consolidation, private market investments and more.
GO TO ARTICLEWHAT THE MANSION HOUSE ACCORD MEANS FOR YOUR PENSION
29th July 2025
Pension funds may be steered toward UK investments under the Mansion House Accord. Discover how this affects your retirement planning.
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15.3 MILLION PEOPLE AT RISK OF RETIREMENT POVERTY
18th July 2025
New research reveals Gen Z, low earners, and the self-employed face high risk of retirement poverty. Learn how to protect your future savings today.
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ARE YOU READY FOR THE LATEST STATE PENSION AGE CHANGES?
16th June 2025
Major State Pension Age changes are approaching, yet many remain unaware. Find out if you’re affected and how to plan ahead.
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WE ARE ALL MORTAL...
30th May 2025
The latest UK life expectancy data from the ONS and what it means for State Pension Age changes. How will it impact future retirement plans.
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PENSIONS AND INHERITANCE TAX
12th May 2025
The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions.
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NO CHANGE AGAIN TO AUTOMATIC PENSION ENROLMENT THRESHOLDS
25th April 2025
The government has confirmed that there will be no revisions to automatic enrolment in workplace pensions for 2025/26.
GO TO ARTICLEATTITUDES TO RETIREMENT
28th February 2025
One of the world’s largest investment managers, BlackRock, recently published its latest review of the UK’s retirement landscape.
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HAVE YOU SEEN MY PENSIONS? THE LOST £31.1 BILLION
29th January 2025
There are now over three million 'lost' pensions worth over £31 billion. Could you have lost a pension somewhere?
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FROM NEW YEAR TO YEAR END - KEEPING A TAX PLANNING RESOLUTION?
22nd January 2025
As 2025 gets under way, it is once again the time of year to start considering your year-end tax planning.
GO TO ARTICLEPENSIONS AND INHERITANCE TAX: BEWARE APRIL 20
15th January 2025
The latest Budget move to count pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences.
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THE NICS TOP-UP COUNTDOWN IS UNDERWAY AGAIN
20th December 2024
A third deadline for topping up State Pension entitlement is now coming into view.
GO TO ARTICLERETIREMENT SAVINGS TARGETS - STILL TOO LOW
4th December 2024
The Institute for Fiscal Studies (IFS) has been crunching the numbers on the adequacy of pension contributions.
GO TO ARTICLETHE 2025 STATE PENSION INCREASE
15th November 2024
We now have a clear understanding of how much the main State Pension will increase next April.
GO TO ARTICLEStay informed with the latest updates from the financial world. Our news section provides the most relevant and recent developments affecting your financial planning. From changes in regulations to market trends, we keep you up-to-date so you can make well informed decisions.
PUTTING OFF THE PERSONAL ALLOWANCE VS STATE PENSION PROBLEM
16th October 2025
The ingredients to determine next April’s increase in the State pension are now clear and suggest a problem deferred until the 2026 Budget.
GO TO ARTICLEINHERITANCE TAX AND PENSIONS: THE FOLLOW UP
1st October 2025
The government has published its reply to the many responses made to last October’s consultation paper on bringing pensions within the scope of inheritance tax (IHT).
GO TO ARTICLE
HMRC WARNING: TAX ON SAVINGS INTEREST MAY BE MISSED
2nd July 2025
Rising interest rates mean more savers now owe tax on savings interest. HMRC warns taxpayers to act, as PSA limits remain frozen.
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A FORGOTTEN 50TH ANNIVERSARY ON INCOME TAX INCREASE
23rd June 2025
2025 marks the 50th anniversary of a momentous yet often overlooked event in UK tax history — the last time a Chancellor introduced a basic income tax increase.
GO TO ARTICLEPENSIONS AND INHERITANCE TAX
12th May 2025
The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions.
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TAX YEAR BEGINNING PLANNING
9th April 2025
The start of the new tax year warrants as much planning as the end of the old tax year.
GO TO ARTICLEINHERITANCE TAX REVISITED
14th February 2025
Inflation fell in 2024, dropping to 2.5% from 4.0% in 2023. So why didn’t it feel like that?
GO TO ARTICLEFROM NEW YEAR TO YEAR END - KEEPING A TAX PLANNING RESOLUTION?
22nd January 2025
As 2025 gets under way, it is once again the time of year to start considering your year-end tax planning.
GO TO ARTICLEPENSIONS AND INHERITANCE TAX: BEWARE APRIL 20
15th January 2025
The latest Budget move to count pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences.
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CRYPTOCURRENCIES - THE CRYPTIC ARM OF THE TAXMAN
8th November 2024
Investors in cryptocurrencies like bitcoin should not forget the tax consequences of their digital wallets, says HMRC.
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PERSONAL SAVINGS ALLOWANCE - ARE YOU OVER THE THRESHOLD?
25th October 2024
The Personal Savings Allowance determines how much interest you can earn on your savings before being liable to pay any tax.
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CAPITAL GAINS TAX (CGT): A MINORITY SPORT?
11th October 2024
Will increased capital gains tax (CGT) mean less tax gets paid?
GO TO ARTICLEStay informed with the latest updates from the financial world. Our news section provides the most relevant and recent developments affecting your financial planning. From changes in regulations to market trends, we keep you up-to-date so you can make well informed decisions.
LIFETIME ISA PROBLEMS: WHY THE LISA IS STRUGGLING
25th September 2025
Investment risk is often highlighted negatively. Discover the positive aspects of investing discussed by the Chancellor.
GO TO ARTICLEINVESTMENT RISK AND REWARD
17th September 2025
Investment risk is often highlighted negatively. Discover the positive aspects of investing discussed by the Chancellor.
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GOLD INVESTMENT 2025: A MELTDOWN WITH A GOLDEN LINING
11th July 2025
Gold prices surged in early 2025 amid tariff fears. Find out what caused the chaos in the gold market and what it means for investors today.
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WHY TRUMP'S TARIFFS RATTLED BOND MARKETS
4th June 2025
Trump’s tariffs unsettled markets and US Treasuries. Find out why bond markets matter and what investors should take from it.
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UNLOVED LISA?
23rd May 2025
The House of Commons Treasury Committee has been pondering the future of Lifetime ISAs (LISAs).
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NATIONAL SAVINGS & INVESTMENTS (NS&I) & CUTS
3rd February 2025
National Savings & Investments (NS&I) has been busy reducing its interest rates in recent months.
GO TO ARTICLEWHERE ARE YOUR ISAS?
9th December 2024
New statistics show that cash ISAs remain a popular investment. The latest information relates to the tax year 2022/23.
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AN UPDATE ON CASH SAVINGS
22nd November 2024
Financial Conduct Authority (FCA) publishes a review of the cash savings market following evidence of some dubious tactics at work.
GO TO ARTICLECRYPTOCURRENCIES - THE CRYPTIC ARM OF THE TAXMAN
8th November 2024
Investors in cryptocurrencies like bitcoin should not forget the tax consequences of their digital wallets, says HMRC.
GO TO ARTICLEStay informed with the latest updates from the financial world. Our news section provides the most relevant and recent developments affecting your financial planning. From changes in regulations to market trends, we keep you up-to-date so you can make well informed decisions.
OVERVIEW OF THE AUTUMN BUDGET 2024: KEY ANNOUNCEMENTS AND TAX CHANGES
1st November 2024
The Autumn Statement, Labour’s first in over 14 years and referred to as the “Mega Budget,” has been released.
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2024- THE YEAR OF TWO BUDGETS
18th October 2024
Many chancellors ago, in November 2016, Philip Hammond announced an end to spring Budgets and their replacement with autumn Budgets.
GO TO ARTICLECAPITAL GAINS TAX (CGT): A MINORITY SPORT?
11th October 2024
Will increased capital gains tax (CGT) mean less tax gets paid?
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PREPAYING/REPAYING STUDENT LOANS
3rd October 2024
If you are considering helping a student/graduate child/grandchild reduce their student debt, think carefully and, take advice before acting.
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