Latest articles by Marc Shoffman
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Pension Credit: should the mixed-age couples rule be scrapped?
The mixed-age couples rule was introduced in May 2019 to reserve pension credit for older households but a charity warns it is unfair
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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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BBC TV licence fee hike confirmed: can you reduce how much you pay?
The cost of a TV licence fee is set to rise by over 3%, but there are ways to reduce the bill.
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The most popular fund sectors of 2025 as investor outflows continue
It was another difficult year for fund inflows but there are signs that investors are returning to the financial markets
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How to file a self-assessment tax return
Millions of people in the UK have to file a tax return to HMRC every year. We share our step-by-step guide.
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How Junior ISAs could help with inheritance tax planning
Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may be maxing out their loved ones’ JISA allowance instead
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Nationwide: UK house price growth bounced back in January
House price growth slowed in 2025 but the new year is showing more positive signs for the property market
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February Premium Bonds winners announced – did you win £1m?
More than 2.7 million historic Premium Bonds prizes are still waiting to be claimed, NS&I says
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Double inheritance tax payment window for pensions and family businesses, Lords tell government
The government is pressing ahead with plans to charge inheritance tax on pensions, farms and other family businesses but there are warnings that it will be harder for executors to administer an estate and pay HMRC
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Flat fees vs percentage fees - are you paying too much?
We investigate whether it’s better to choose an investment platform with flat fees, or whether percentage charges could work out cheaper.
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RICS: Seller confidence hits new high but buyers are yet to return to the property market
The latest Residential Market Survey from the Royal Institution of Chartered Surveyors (RICS) shows there are signs that confidence is slowly returning to the housing market
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How the mansion tax could affect you even if your home is valued below £2 million
The mansion tax will apply to homes worth above £2 million from April 2028 but even lower-value properties could be looked at, MPs have been told.
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Can you afford to retire in 2026?
From interest rates and inflation to tax changes, there are plenty of factors to consider if you plan to retire in 2026 – here is how to prepare
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FCA proposes new ratings system for workplace pension schemes
The City watchdog has proposed new rules to help ensure pension schemes are providing value for money
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Fund inflows hit a six-month high in November – where are investors putting their money?
Investors returned to the financial markets amid the Autumn Budget in November 2025 but caution remains.
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Revealed: The most viewed properties on Rightmove amid Boxing Day boost
The property website predicts that the housing market is set for a busy 2026 based on user activity over the festive period. Here are the most viewed homes on Rightmove during Boxing Day
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Child Benefit: how it works, eligibility criteria and how to claim
Child 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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How cancelling unused direct debits could boost your pension by £37,000
A new year refresh of your spending could save you money and help boost your pension pot.
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Household savings ratio drops – are you setting enough aside for 2026?
High inflation has pushed the savings ratio down again and the figure could dip further next year
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Investing trends for 2026 : What the analysts are watching out for
Investors started the year with worries about Trump tariffs and taxes but where will markets go in 2026?
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Why UK investors are backing British stocks in 2026
The UK stock market may be lacking fashionable technology shares but investors are keen to buy British next year
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How to limit how much of your Christmas bonus goes to the taxman
It's Christmas bonus season but the boosted pay packet may mean much of your hard-earned reward ends up with HMRC instead of in your pocket
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Millions underestimate how many paydays are left until retirement - why you should be counting your payslips
Keeping track of how long you will be earning a salary for can help work out how much you need to put into a workplace pension
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Mortgage market reforms: how the FCA's new affordability rules could help you onto the property ladder
The Financial Conduct Authority (FCA) will consult on a range of changes to mortgage lending rules in 2026 to help underserved borrowers
