Latest articles by Marc Shoffman
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Are investment platforms already preparing for new cash ISA rules?Investors will be charged for earning interest on cash held within their stocks and shares ISA under reforms from April 2027 and changes are already being made.
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Chase to boost cashback deal to 2% – how can you get it?Chase bank is increasing its cashback offer to credit and debit card customers, but the criteria has changed – here's what you need to know.
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Mansion tax: How the government’s High Value Council Tax Surcharge will workWork is underway on a mansion tax for high value homes from April 2028. We reveal when you would need to pay the charge and how you could get an exemption.
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Pensions Commission: Millions face a retirement shortfallThe government's revived Pensions Commission has released its interim report, warning of low levels of retirement saving and hinting at changes to auto-enrolment.
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Should the state pension triple lock be scrapped?Pressure is growing to reform or scrap the triple lock to preserve the state pension. Is the Labour government likely to make a change?
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Labour urged to introduce 'double lock' rent cap – how it could hit your buy-to-let portfolioA think tank has proposed a rent cap linked to wages and inflation to limit increases but would the policy work?
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What Labour's local election 'bloodbath' could mean for your moneyPrime minister Keir Starmer's future has been thrown into doubt after Labour lost hundreds of council seats. We explain what this means for your investments.
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Aberdeen takeover helps Herald Investment Trust shake off Saba interestThe hedge fund's ongoing interest in Herald is likely to end as part of a landmark Aberdeen deal
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Renters' Rights Act: Are you ready for the rental reforms?Under the new Renters' Rights Act, the rental market is undergoing its biggest shakeup in 40 years. Here's how the reforms could affect you.
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Activist investor Saba claims first victory in UK investment trust takeover attemptsHedge fund Saba Capital Management has managed to replace the board of the Edinburgh Worldwide Investment Trust at its third attempt. Here is what the move means for investors
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Buying vs renting: is it better to own or rent your home?Higher mortgage rates have made renting comparatively cheaper across the UK. But there are other costs tenants need to be aware of.
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Leasehold reforms: how the changes could help youThe government has finally published its draft Commonhold and Leasehold Reform Bill but it is unclear when any changes will be made.
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How to keep your tax bill down as frozen thresholds drive millions into paying higher ratesMillions more people are paying higher rates of tax but there are ways to limit how much you owe HMRC.
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Households are holding record amounts in cash - how much should you invest?Research by Fidelity shows investing levels remain below their 1990s peak. Here is why you should consider investing more.
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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.
