Latest articles by Marc Shoffman
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How to prepare your investment portfolio for volatile times
Advice You can't predict when volatility will hit your investment portfolio but you can prepare for it
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What to consider if you plan to unretire
Many retirees are returning to the workplace as their pension income fails to keep up with the cost of living, but could end up with a higher tax bill?
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Will mortgage rates fall this year?
Hopes of lower mortgage rates in the coming weeks and months are looking less and less likely due to the conflict in the Middle East. Whether you're buying a home, remortgaging or you’re a buy-to-let landlord, we look at the outlook for 2026.
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New tax year changes: how much do you have to pay in 2026/27?
The new tax year brings with it numerous tax hikes. We look at what is changing and how it will affect you.
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The 3 tax changes coming in April 2027 that you should prepare for now
Changes to the treatment of pensions for inheritance tax and reduced cash ISA allowances are coming next year. We explain how to get your finances prepared.
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How much do you need to earn to afford the average rent?
Rental growth is slowing and making rents more affordable for tenants, but how much do you need to earn to afford the average UK rent?
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What the Employment Rights Act means for your job
New workplace reforms are set to give employees new rights to benefits and flexible working
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How simplified advice rules could boost your pension and investments
The Financial Conduct Authority wants to remove some of the friction when it comes to getting financial advice
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Pension transfers can take up to a month – is it worth moving your retirement savings?
Pension transfer times can be slow but it may be worth the wait for lower fees and less paperwork.
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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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Steve Webb warns of risks of government’s pension reforms
Government wants smaller defined contribution schemes to consolidate and back UK assets - what do the changes mean for you?
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Is now a good time to sell a house?
The latest Middle East conflict may dampen demand in the housing market, making it crucial for sellers to be realistic about asking prices to attract interest
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How to hedge against inflation
UK inflation increased above the Bank of England’s target rate in October. How can investors protect their wealth against inflation?
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The tax risks for UK expats returning from Dubai
Wealthy Brits may have rushed to Dubai and other low tax jurisdictions to escape higher taxes in the UK but they could be hit with a tax bill if they return too soon
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What to consider when consolidating your ISA
Holding your stocks and shares ISA on one investment platform can be cheaper and more efficient but there are downsides
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What happens to your pension when you die
The way your pension is passed on to your loved ones is set for a shake-up. Here is what you need to know about who inherits your pension and why naming a beneficiary is so important.
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BrewDog investors have lost everything - are there better ways to back small firms?
The collapse of BrewDog has called into question how useful crowdfunding is as an investing strategy and whether there are better ways to profit from small firms and startups
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The UK regions with the highest proportion of homes above the inheritance tax threshold
High house prices are pushing more families into the inheritance tax trap across the country
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Student loans debate: should you fund your child through university?
Graduates are complaining about their levels of student debt so should wealthy parents be helping them avoid student loans?
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How to avoid the savings interest tax trap
Millions of savers are being urged to look at ways to shelter their cash from the taxman as the tax burden on savings escalates
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What the government’s baby boomer retirement data says about the future of pensions
A study of the retirement routes of people born in 1958 paints a worrying picture for people’s pension savings
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4 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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7 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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Inheritance tax receipts rise to £7.1 billion as more families pay up
Inheritance tax receipts look set to hit another record high for Treasury this financial year
