Latest articles by Marc Shoffman
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The most popular ISA funds, stocks and investment trusts
As we enter the new tax year, we look at the most popular ISA funds, investment trusts and stocks over the past four months
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What is a robo-adviser and which is the best one for me?
“Robo-advisers” provide a middle ground between paying for financial advice and taking a DIY approach. Here is what’s available
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Tax return: HMRC’s payments on account deadline is approaching – here is why it is unfair for the self-employed
Self-assessment taxpayers have just under a week to pay the latest instalment of their tax return, but is the charge fair? Marc Shoffman explains why this is hurting self-employed people
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FCA reveals 'once in a generation' advice changes - what the reforms mean for you
Consumers to get free access to financial advice type help for pensions and investment following proposed changes from the regulator
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Side hustle tax: Do you owe HMRC money?
HMRC is urging side hustlers to check if they need to file a self assessment tax return
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500,000 more people pushed into 40% tax brackets – three ways higher earners are hit
Tax rates may not be rising but fiscal drag is still pushing up tax bills for higher earners
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New Zopa Bank Biscuit current account offers 7.1% regular saver – how tasty is it?
Zopa Bank has entered the current account market with a tantalising regular saver. How does the interest rate compare to the rest of the market?
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Pensions guide: the different types of pensions you need to know about
Tutorials Our pensions guide explains the different ways you can save for your retirement
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Pension transfers are taking longer – is it worth moving your retirement savings?
Pension transfer times have increased over the past year but it may be worth the wait for lower fees and less paperwork.
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You're ten years from retirement: how to retire comfortably
Retirement costs are rising and it is important to plan ahead for your golden years. We look at what steps to take if you are 10 years away from retirement.
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Inheritance tax receipts rise by 7% – how to cut your bill
Rising house prices and frozen tax thresholds continue to push inheritance tax bills up and receipts are only likely to rise further
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Will the National Housing Bank help the housing market?
The government claims its ‘housing bank’ will fund the building of 500,000 homes. Here is what you need to know
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Should the income protection age cap be lifted?
You can only get income protection cover if you are below age 59. With people now working for longer, should the limit be raised?
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'I have been freelance for almost a decade. Here are my 6 tips for pension saving'
Leaving the safety of a monthly wage and going self-employed can be scary so why should you prioritise your pension?
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Will chancellor Rachel Reeves reverse non-dom inheritance tax changes?
The end of the non-dom tax regime is already causing a UK wealth exodus, data suggests, but chancellor Rachel Reeves may make changes to soften the blow of reforms
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Rightmove: UK asking prices drop as market adjusts to higher stamp duty costs
Sellers are coming to market with lower asking prices to attract buyers amid a glut of supply
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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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Starling Bank to use AI to help you with your money - how will it work?
Starling Bank is using AI to show customers how their daily spending is impacting their bank balance, we analyse if the tool is offering anything new and if it can improve your finances.
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The equity release market is on the rise again with double digit growth. Should you unlock cash from your property?
Industry data shows new lifetime mortgages up 11% in a year, but experts warn of the downsides. Is it worth unlocking cash from your home?
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The 4% pension rule to retire comfortably
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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Fund flows rose in April but did investors sell in May?
ISA season prompted the highest level of inflows into investment funds during April but the mood may have changed in May
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How much money do I need to retire comfortably?
The cost of a moderate and comfortable retirement has increased. We look how much it costs to retire comfortably and and how to get there
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How grandparents could boost their state pension by up to £6,600
Grandparents may be able to earn extra National Insurance credits and boost their state pension entitlement by looking after their grandchildren, such as during the school holidays. Here’s what you need to know
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Wonderwallets: UK set for £1 billion boost from Oasis reunion tour
Music fans are expected to Roll With It when it comes to spending their cash on Oasis this summer, which could be good news for the UK economy
