It’s impossible to count the number of headlines written over the last few months declaring the 25% tax-free pension lump sum was in danger…
As we await the next Financial Conduct Authority report following its advice guidance boundary review, I have pondered on the proposed new remit for simplified advice: how far can it – and should it – go?
Pensions technology provider iPipeline has reported a significant rise in demand for annuities among financial advisers.
Saying nothing and relying on lame duck caveats is not without consequences either.
The state of the nation’s financial future. A report of ‘Retirement Review’ and supported by Ipipeline.
Sustainable investing can give investors the opportunity to align their portfolio with their personal values
The Financial Conduct Authority (FCA) has announced new rules to ensure a green label on a fund is more than just marketing puff.
What was the last Budget before the election was a serving of the widely expected, sprinkled with a handful of small surprises.
This new tax year brings a range of changes that could affect your financial planning.
The gap between two government set income levels is the widest it has ever been.
As the FTSE 100 turned 40 on 3 January 2024, we look at how it compared to its predecessor and the lessons learned from four decades of growth versus inflation.
New research has put some surprising numbers on the income needed in retirement.
The media storm surrounding HMRC taxing eBay and other online sellers from the start of 2024 was, in fact, itself counterfeit goods.
Individual Savings Accounts will celebrate their 25th birthday on 6 April 2024.
A useful new web tool has emerged, a little late in the game, in a joint effort from two government departments.
The National Audit Office (NAO) has published a report on HMRC customer service which isn’t a happy story.
With allowances frozen or cut, you may have underpaid tax for 2023/24
April’s yearly inflation figure fell from 0.9% to 2.3%, so why does inflation still feel high?
New calculations issued alongside the Spring Budget show just how higher rate taxpaying status is becoming ever more common
The Office for National Statistics (ONS) has been sorting through its inflation shopping basket
An independent report suggests that the State pension age (SPA) should rise much faster than planned.
In mid-May 2024, the Dow Jones Index crossed the 40,000 threshold for the first time
The fees for obtaining probate in England and Wales have increased.