Latest articles by Samantha Partington
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How to find lost pensions, savings or investments
Losing track of money is easy to do when moving house or changing jobs so if you’ve lost touch with your cash, we outline some simple steps to find lost pensions, investments, savings accounts and Premium Bonds
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Should you fix your mortgage or opt for a variable rate?
With speculation rife the Bank of England is set to continue cutting rates in May and throughout 2025, homeowners remortgaging this year must choose between the stability of a fixed mortgage or the chance to benefit from future rate cuts on a variable rate deal.
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Equity release vs downsizing house – which is best?
Downsizing and equity release are both popular ways to unlock the capital in your home. We weigh up the pros and cons of each.
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Can you use your property to avoid inheritance tax? What you need to consider
Your property is likely to be your highest value asset which is why more homeowners may look to the capital locked up in their bricks and mortar to help them avoid inheritance tax (IHT)
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Can I avoid IHT by stuffing all my money into a pension?
IHT Pensions offer families a way to avoid IHT when passing on wealth to loved ones after death, but that’s all set to change. We explain the rules.
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Top investment scams to beware of
Fraudsters are finding ever more sophisticated ways of stealing your hard-earned money. Before parting with a penny, read our guide on the top investment scams and how to avoid them
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Inheritance tax refunds: How to claim money back if property price falls
As Government receipts for inheritance tax reach a record high this year, make sure you haven’t overpaid. We explain how to claim a refund.
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Time to remortgage? Everything you need to know to get best deal
A mortgage is likely to be your highest monthly expense which makes securing the best rate and terms crucial when it’s time to remortgage
