Latest articles by Marc Shoffman
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How the rich invest: how traditional assets boosted wealthy investor portfolios in 2023
Feature Rising stock markets contributed to an increase in ultra-high net worth individuals last year. We explain how the wealthy boosted their portfolios in 2023
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How to invest in solving the housing shortage
Feature Buy-to-let may be losing its shine but there are other ways to invest in the property market
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Financial Conduct Authority launches £600k campaign to encourage savers to switch – how much more could you earn?
News The City watchdog wants to encourage more people to switch their savings
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American Express introduces 'Plan It' payment instalment option
News Amex users can now split parts of their credit bill into further instalments. Is it worth it?
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Hargreaves Lansdown opens primary gilt markets to retail investors - is it worth backing government bonds?
News The investment platform will give retail investors access to gilt auctions with no dealing fees. We have all the details
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Why you need a £1 million pension for a comfortable retirement
Feature Research suggests younger savers need to put more into their pension to account for inflation and housing costs ahead of retirement. We explain how to build a £1 million pension pot
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IHT receipts approach record year – will the tax be reformed?
News The Treasury is set to take £7.6 billion from inheritance tax payments this financial year amid rumours of reform in the Spring Budget
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ONS: UK house prices fell 1.4% in 2023 – is now a good time to buy?
News The latest Office for National Statistics data shows the housing market dropped in 2023 but there are signs of a recovery – how long will it last?
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How to minimise the risks of a stocks and shares Junior ISA
Parents are opting for cash rather than stocks and shares when it comes to choosing a Junior ISA (JISA) for their child. But investing could build a bigger nest-egg – here is what to consider
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Rents hit record high but are reaching affordability ceiling – is buy-to-let still worth it?
News Rightmove data shows landlords are reaching the limit of what they can charge tenants
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More than £4 billion of tax reliefs and perks are unclaimed – does HMRC owe you money?
Feature We explain the main tax reliefs people fail to claim for and how to get your money back before the end of the tax year
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Will China roar for investors as it enters Year of the Dragon?
Feature It’s been a volatile few years for investors in China, but is now the time to buy as it marks the Chinese New Year?
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RICS: Property market confidence is rising amid hopes of rate cuts
News Research shows buyers and seller sentiment has turned positive and that could mean house prices rise later this year
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Car finance explained: everything you need to know when buying a car
Advice From personal contract to hire purchase and leasing, we explain the different routes to getting behind the wheel
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State pension age may rise to 71 – when will you get yours?
News Research warns the shrinking workforce and rising life expectancy may push up the state pension age
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Bank of England holds interest rates at 5.25% for fourth consecutive meeting – are cuts coming?
News The interest rate freeze has continued. We explain what it means for borrowers and savers.
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Under 1% of capital gains reported to HMRC’s real time tool – are you filing a self-assessment tax return unnecessarily?
Advice Just 0.04% of the total capital gains tax collected came through HMRC's real time reporting service last year. We explain who can use this underutilised payment option
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Nationwide: Average house prices rose in January – will property values recover in 2024?
News The latest Nationwide house price index shows lower mortgage rates are boosting house prices. What does this mean for the property market?
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Households still face paying over the odds for fixed rate energy tariffs as deals improve
Fixed rate energy tariffs are becoming more competitive but even the cheapest is still more expensive than the price cap – is it worth fixing your gas and electricity bill?
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Halifax: First-time buyer mortgage deposits fell 15% in 2023 - is now the time to buy?
News Buyers who could afford higher mortgage rates paid lower deposits to get on the property ladder last year amid the market slowdown
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Stock markets are hitting record highs - is now a good time to invest?
Advice The S&P 500 has reached record levels while the FTSE 100 is performing well. We explain what this means for investors adding to their portfolios.
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Pension tax refunds approach £1.2 billion - are you owed money from a shock bill?
News HMRC has refunded almost £1.2 billion in overpaid tax since pension freedom rules were introduced. Here is how retirees can avoid an unexpected bill.
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Saving vs investing: which is better to help you make more money?
Advice Expectations of base rate cuts mean savings rates are falling. We look at savings vs investing – where should you put your money?
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Inheritance tax receipts move closer to record year after £400 million rise
News The Treasury raked in £5.7 billion from inheritance tax between April and December 2023 as it heads for record receipts
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