Tag: financial planning
Experts reveal inheritance tax loophole ahead of upcoming pension change
Experts believe a financial product could become popular again when the pensions exemption for inheritance tax ends in 2027. …
DWP urged to send letter to everyone born before 1976 over ‘important risk’
The Institute for Fiscal Studies is calling on the DWP to write to people approaching their 50th birthday as 16% of Britons are unaware of correct pension age. …
‘Three pots method’ for building wealth explained by expert
Investment manager Lucy Smith suggests organising savings into emergency fund, planned spending and lifetime goals to help build wealth over time …
Martin Lewis says £92 document is ‘more important than a will’
Financial expert Martin Lewis has shared his view that it is the most important legal document for UK families to have in place – and said do it immediately …
Households issued £299 alert ahead of Black Friday
Shoppers are being urged to manage their money carefully in the sales period. …
Pensioners told ‘don’t miss out’ on savings of £13,620 before Autumn Budget
Rachel Reeves is looking to fill a £30bn budget gap with speculation rife on where she will target …
‘UK’s most hated tax’ could be increased again this month as experts issue warning
Inheritance Tax has been dubbed the UK’s most despised, but further changes could make it even more hated, experts have warned. …
HMRC warning to state pensioners over £25,000 limit – ‘you could pay more tax’
Brits could soon find themselves in a higher tax bracket and are being advised to get the most out of their allowances. …
Retirement experts share 1 thing Brits ‘need to do’ ahead of state pension age change
EXCLUSIVE: One expert is urging people to “put their destiny in their own hands” ahead of potential changes. …
‘I’m a personal finance expert and these are 5 things I don’t do with my money’
From avoiding sales to spreading money across multiple accounts, one professional revealed what the money experts are doing with their cash …
