Latest articles by Marc Shoffman
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The best and worst performing UK stocks of 2025 as FTSE 100 approaches record yearThe blue-chip index is heading for another top year despite investors steering clear of UK equity funds
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Transfers from stocks and shares to cash ISAs to be banned under Autumn Budget reformsThe government seems to be doing its best to push people away from cash ISAs by banning transfers
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Mansion Tax: What does Rachel Reeves's new property tax for expensive houses mean for you?The chancellor has confirmed plans for a yearly charge on homes with £2 million or more in the Autumn Budget. Who will pay more and how much?
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Savers will have to wait as long as 48 years to build a £1m cash ISA pot if allowance is cutChancellor Rachel Reeves is rumoured to be planning a cut to the cash ISA allowance in the Autumn Budget, making it harder for savers to build wealth. Will you still be able to build a £1 million cash ISA pot?
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UK regions where mansion tax proposals could hit homeowners hardestRumours a mansion tax could be announced in the Autumn Budget are already hitting the housing market but homeowners are being urged not to panic yet
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Can you rely on artificial intelligence for financial advice?AI still has plenty to learn when it comes to financial planning, research suggests
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New Companies House ID checks have been introduced – how to avoid paying hundreds on verificationCompany directors could end up paying hundreds of pounds to comply with new identity checks but it is possible to do so without paying a penny
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ONS: UK house prices hit by September slump amid Autumn Budget uncertaintyThe latest Land Registry data shows Budget rumours are hitting the UK housing market
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Investors continue to pull money from equity funds but at a slower rate – where is the money going?Concerns about tax rises in the Autumn Budget continue to drive investor behaviour. Here is how fund sectors were affected in September
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Halifax: UK house price growth hits new high for 2025 despite Autumn Budget tax fearsAverage UK house prices continue to rise but challenges remain, particularly in prime markets
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NS&I raises interest rates on British Savings Bonds – are they any good?Savers can access inflation-beating rates on NS&I's British Savings Bonds but there are better deals on offer in the wider market.
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‘My estate faces a £214,000 tax bill unless I get married’ - the perils of the inheritance tax pension reformsThe chancellor's plans to charge inheritance tax on unused pension wealth could be bad news for cohabiting couples
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What the EU’s new Entry/Exit System means for your holidayBrits are facing longer waits at EU borders and are being urged to be ready to show insurance documents. How does the new Entry/Exit System work?
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Nationwide: UK property values climb upwards despite Autumn Budget uncertaintyAverage house price growth was steady in September but there were regional differences. Which region is the most expensive?
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J.P. Morgan set to retire Nutmeg as part of personal investing relaunch - what the changes mean for youNutmeg was one of the UK’s first robo wealth management platforms but will soon disappear as part of a rebrand
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Generation X falls behind on retirement savings: how to boost your pension potThe over-50s are lagging behind other generations when it comes to pension savings – here's why
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The best job sectors for pension contributionsAuto-enrolment rules mean most staff have a workplace pension but some employers are more generous than others. We reveal the sectors that contribute the most.
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Zoopla House Price Index: Budget tax speculation has stalled top end of the housing marketThe latest Zoopla data suggests buyers and sellers are holding off amid rumours of property tax changes
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112 funds that financial experts are backing for successInvestment platform Bestinvest has identified the top funds for each region to help investors protect their wealth from the chancellor ahead of the Autumn Budget
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Wealthy households braced for Autumn Budget tax hikes - here is how high earners are preparingEconomic confidence among high-net worth individuals has dropped since last year amid tax hikes and there could be more pain to come.
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What is the 4% rule in retirement?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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Simple assessment explained as millions brace for unexpected tax billsIncreasing numbers of people could get letters from HMRC saying they owe more tax due to frozen thresholds, under a system known as simple assessment. Here is what it means for you.
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Can the House of Lords change the government’s mind on controversial inheritance tax reforms?The House of Lords has launched an inquiry into inheritance tax changes on pensions and agricultural property relief - can the government’s plans be stopped?
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Barclays launches £500 cashback offer for ISAs - but there's a catch. Here's how it worksBarclays is looking to attract savers to its cash ISA range but you need a lot of money to get the full reward
