Latest articles by Marc Shoffman
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J.P. Morgan set to retire Nutmeg as part of personal investing relaunch - what the changes mean for you
Nutmeg was one of the UK’s first robo wealth management platforms but will soon disappear as part of a rebrand
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Generation X falls behind on retirement savings: how to boost your pension pot
The over-50s are lagging behind other generations when it comes to pension savings – here's why
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The best job sectors for pension contributions
Auto-enrolment rules mean most staff have a workplace pension but some employers are more generous than others. We reveal the sectors that contribute the most.
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Zoopla House Price Index: Budget tax speculation has stalled top end of the housing market
The latest Zoopla data suggests buyers and sellers are holding off amid rumours of property tax changes
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112 funds that financial experts are backing for success
Investment platform Bestinvest has identified the top funds for each region to help investors protect their wealth from the chancellor ahead of the Autumn Budget
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Wealthy households braced for Autumn Budget tax hikes - here is how high earners are preparing
Economic confidence among high-net worth individuals has dropped since last year amid tax hikes and there could be more pain to come.
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Is a £250,000 pension pot enough to retire on?
What would your retirement income be with a £250K pension pot? Knowing how much you can get makes it easier to plan for your golden years.
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What is the 4% rule in retirement?
Are you wondering when the best time is to retire, and how much you should take from your pension pot? We explain how the 4% rule could help you retire comfortably
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Simple assessment explained as millions brace for unexpected tax bills
Increasing numbers of people could get letters from HMRC saying they owe more tax due to frozen thresholds, under a system known as simple assessment. Here is what it means for you.
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Can the House of Lords change the government’s mind on controversial inheritance tax reforms?
The House of Lords has launched an inquiry into inheritance tax changes on pensions and agricultural property relief - can the government’s plans be stopped?
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Barclays launches £500 cashback offer for ISAs - but there's a catch. Here's how it works
Barclays is looking to attract savers to its cash ISA range but you need a lot of money to get the full reward
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The key October self-assessment tax return deadlines to remember so you can avoid a shock bill
There are two important dates for self-assessment taxpayers to remember in October
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Alternatives to Premium Bonds: What other savings prize draws are there?
If you’re looking for a Premium Bond alternative, a prize draw might be an option, with one offering up to £100,000.
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Santander reveals failed home sales are costing the UK economy £1.5 billion - how to fix the housing market
A lack of certainty in the homebuying process is frustrating for buyers and sellers but is also bad for the economy
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What is the 25x retirement rule and does it work?
The 25x retirement rule has been around for decades but many experts question if it is a suitable strategy
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Is the Financial Conduct Authority really contacting you? How to spot a scam
Fraudsters are impersonating the City watchdog to steal money from older people. Here is how to spot the scammers.
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Older tenants need extra £400,000 in their pension - the risks of renting in retirement
There are financial risks to renting in your golden years, research suggests
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How much you need to follow the 25x retirement rule – will you have enough to be financially independent?
We explain what the 25x retirement rule is and the amount you would need to be financially independent in retirement.
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UK regions where property tax proposal could hit homeowners hardest
Chancellor Rachel Reeves is rumoured to be considering stamp duty reform and a mansion tax on high-end homes but homeowners are being urged not to panic yet
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5 of the best luxury cruise lines to see the world with five-star service
From onboard butlers who will unpack for you to visiting more unique destinations, there are plenty of reasons to indulge in a luxury cruise
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FCA hands out £46 million in fines over Woodford fund failures
A campaign group is calling for former fund manager Neil Woodford to forfeit his CBE, after the regulator found he had made “unreasonable and inappropriate investment decisions"
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Date set for company directors to face new ID checks – how to avoid paying hundreds on verification
Company directors could end up paying hundreds of pounds to comply with new identity checks but it is possible to do so without paying a penny
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The best UK shares and funds as FTSE 100 hits new highs
Investors are benefiting as the FTSE 100 hits record highs - here are the best performing shares and funds so far this year
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More borrowers are taking marathon mortgages that will last into retirement – how risky are they?
Quilter has uncovered a 251% increase in the number of borrowers taking out longer loan terms but the wealth manager suggests this isn't necessarily a bad thing. We examine the risks
