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Thousands more pay inheritance tax with figures expected to double before decade’s end
Number of deaths triggering inheritance tax rose 13% in a year with more increases predicted as Rachel Reeves’ pension reforms apply from April 2027
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High earners’ four money pain points – and the one simple way to beat them
Above average earners are juggling high levels of debt so a sudden hit to their income could mean serious financial hardship. But there is a cost-effective solution.
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The best bank switching offers – get up to £310
The best bank switching offers currently pay up to £190 in cash and £120 in rewards. Are you eligible, and how do you switch current accounts?
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Thousands of Brits switch to Nationwide, Monzo and HSBC – which banks are least popular?
As current account bank switches reach a record high, we look at the most and least popular banks and building societies among Brits. Is it worth switching?
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First-time buyer mortgages that lend a hand
The first rung of the property ladder can feel like more of a leap than a step – but choosing the right mortgage can help
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Is the 4% pension rule dead? Why the 6% rule could replace it
‘Pensions are for spending’ is the new mantra now inheritance tax will apply to them from April 2027. In exclusive calculations we show how much more you can take from your pension to wind it down completely by age 90.
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Pension tax refunds: how to get your money back if you have been overcharged
Almost £1.5 billion has been reclaimed in pension tax overpayments since 2015. Could you be due a refund?
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Britain’s retirement happiness hotspots: where are the best places to retire?
We look at the top areas for retirement wellbeing, taking into account housing, health, community, nature and access to amenities. Is your town on the list?
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Can I inherit my partner's ISA? – little known tax break can boost your allowance by thousands
Inheriting a partner’s ISA is fairly simple and comes with special advantages if you’re married or in a civil partnership – knowing what to do with it, however, isn’t always as straightforward
