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Personal Finance

  • How to spot a financial scam

    June 11, 2025

    Financial scams are on the rise. Here’s what to be aware of to make sure you don’t fall victim to one, and what to do if you or someone you know is scammed. Criminals stole over £1bn through fraud in 2024, UK Finance’s latest fraud report has revealed.  There were over 3.3m confirmed cases of [...]

  • What is fiscal drag and how you can avoid it?

    June 6, 2025

    Millions more people will find themselves paying higher income tax due to frozen tax thresholds, but there are ways to prepare. Around 8.3m people will be paying more tax by 2029, a forecast from the Office for Budget Responsibility shows. This phenomenon is known as fiscal drag. Fiscal drag occurs when earnings rise but tax [...]

  • Average earners dragged into IHT net – how can you reduce your taxes?

    June 5, 2025

    New rules to include pensions in estates for Inheritance Tax purposes could see average earners dragged into the IHT net. How can you protect your assets? Inheritance tax receipts rose over £8bn in the 2025 to 2025 financial year, an increase of £0.8bn from the year before. That was due to a combination of rising [...]

  • Is June the time to buy Premium Bonds?

    June 3, 2025

    Premium Bond prizes range from £25 to £1m, but the odds of winning can feel very small compared to the rate savings accounts offer right now. Over 24m people in the UK own Premium Bonds, a savings vehicle offered by Treasury-backed National Savings and Investments (NS&I). Winners for June are due to be announced over [...]

  • Talking Finance: Five tips to have a healthier pension

    June 2, 2025

    The reality is that the earlier you engage with your pensions, the better your chances are of having the kind of retirement you want.

  • The cheapest Self-Invested Personal Pension (SIPP) providers

    May 30, 2025

    High earners are increasingly contributing £60,000 and above to their Hargreaves Lansdown Self-Invested Personal Pension (SIPP), new data shows.  The number of people making contributions of exactly £60,000 – the full allowance – was up 12 per cent in the last tax year. The number of people making SIPP contributions over the annual allowance was [...]

  • What is a P11D form? What employers need to know ahead of the July 6 deadline

    May 29, 2025

    Employers will need to submit a P11D form if their employees are receiving benefits of any type on top of their salary. Here’s everything you need to know.  We’re well into a new tax year, but that does not mean a pause for paperwork. Far from it, especially for employers. As well as having to [...]

  • The best Stocks and Shares ISAs

    May 28, 2025

    Stocks and shares ISAs enable you to invest within a tax-free wrapper, but the best provider will depend on your individual needs.  Cash ISAs pay interest on your savings, but Stocks and Shares ISAs offer a tax-free way of earning returns on your investments. So if you’re willing to take a little risk, they could [...]

  • Should you let a roboadviser manage your finances?

    May 26, 2025

    Roboadvisers offer a low-cost, hands-off way to grow your investments. Here’s what to be aware of if you’re thinking of picking one. So you’re thinking about starting your investing journey, but how do you choose where to put your money?  Of course, you can consult a financial adviser, but this can be quite costly, so if [...]

  • 200 years on, it’s time to bring will writing into the 21st century

    May 24, 2025

    Almost 200 years on from the last proper review of will writing in the UK, it's high time for some sweeping updates, writes Sam Grice.

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