Latest articles by Marc Shoffman
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Investors continue to pull money from equity funds but at a slower rate – where is the money going?
Concerns about tax rises in the Autumn Budget continue to drive investor behaviour. Here is how fund sectors were affected in September
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Halifax: UK house price growth hits new high for 2025 despite Autumn Budget tax fears
Average UK house prices continue to rise but challenges remain, particularly in prime markets
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NS&I raises interest rates on British Savings Bonds – are they any good?
Savers can access inflation-beating rates on NS&I's British Savings Bonds but there are better deals on offer in the wider market.
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UK regions where property tax proposals could hit homeowners hardest
Rumours a mansion tax could be announced in the Autumn Budget are already hitting the housing market but homeowners are being urged not to panic yet
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Side hustle tax: Do you owe HMRC money?
Unpaid social media reviews of goods and services and extra efforts to earn income online could be liable for side hustle tax
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Buying vs renting: is is better to own or rent your home?
The higher mortgage rates of recent years have actually made renting comparatively cheaper, analysis suggests
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Renters' Rights Act: how landmark reforms to end no-fault evictions will affect you
The long-awaited housing bill gets its second reading in parliament on Wednesday - how will it affect you?
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‘My estate faces a £214,000 tax bill unless I get married’ - the perils of the inheritance tax pension reforms
The chancellor's plans to charge inheritance tax on unused pension wealth could be bad news for cohabiting couples
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Inheritance tax pension reforms will delay payments to grieving families and the taxman
The government is pressing ahead with plans to charge inheritance tax on pensions but there are warnings that it will be harder for executors to administer an estate and pay HMRC
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What the EU’s new Entry/Exit System means for your holiday
Brits are facing longer waits at EU borders and are being urged to be ready to show insurance documents. How does the new Entry/Exit System work?
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Nationwide: UK property values climb upwards despite Autumn Budget uncertainty
Average house price growth was steady in September but there were regional differences. Which region is the most expensive?
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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.
