Latest articles by Marc Shoffman
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Child Benefit: how it works, eligibility criteria and how to claimChild Benefit is worth hundreds of pounds per year and claiming it can help build up your state pension entitlement but there are tax pitfalls. We look at who is eligible and how to get the payment
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Investment trusts are outperforming funds - which is best for your portfolio?We reveal how much more investment trusts are returning compared with funds and the risks to consider
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Where are the wealthy investing their money?The number of wealthy households is growing. Can you make money like the rich?
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How to invest in crypto ETNs through an ISASince April, investors can only gain tax-free returns from a crypto ETN through an innovative finance ISA and the first product has now been launched.
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The fund managers and asset classes favoured by investorsInvestors flocked to passive strategies in March. We reveal the most popular fund managers and asset classes.
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The regions facing the highest inheritance tax billsHere are the areas of the UK that are most likely to face an inheritance tax bill.
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How to prepare your investment portfolio for volatile timesAdvice 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 unretireMany 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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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 nowChanges 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 jobNew 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 investmentsThe 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 reformsGovernment wants smaller defined contribution schemes to consolidate and back UK assets - what do the changes mean for you?
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How to hedge against inflationUK 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 DubaiWealthy 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 ISAHolding 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 dieThe 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 thresholdHigh 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 trapMillions of savers are being urged to look at ways to shelter their cash from the taxman as the tax burden on savings escalates
