Personal Finance
The latest personal finance news, features, analysis and insights covering savings, tax changes, pension planning, banking and insurance from the expert team at MoneyWeek.
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Could an increase in capital gains tax help tackle the cost of living?Capital gains tax rate hikes are reportedly on the table ahead of the Autumn Budget. While some experts believe it could provide funds for the Treasury, others say it could cost the government money.
By Sam Walker Published
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Is your pension portfolio in danger?Pension savers who opted for the default passive investment route could be sleepwalking into disaster. Check where you stand, says David Prosser
By David Prosser Published
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Wealth taxes are pure “slopulism”History shows that wealth taxes don't work. So why are we still talking about them?
By Stuart Watkins Published
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Will you have to pay tax on your state pension?Increases to the UK state pension and an ongoing freeze to income tax thresholds mean more pensioners are being dragged into the tax net. Will you need to pay tax on your state pension?
By Daniel Hilton Published
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The best bank switching offers – get up to £500The best bank switching offers currently pay up to £500 in cash and up to £290 in cashback. Are you eligible?
By Oojal Dhanjal Last updated
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Monzo launches credit card that auto-invests cashback – is it any good?Monzo’s latest credit card is unique, but there are other cashback cards on the market that could be better-suited to you.
By Sam Walker Published
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Should you fix your mortgage or opt for a variable rate?With uncertainty around the Bank of England’s direction for interest rates, homeowners may wonder if it’s best to opt for a fixed or variable rate mortgage.
By Laura Miller Last updated
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Will energy prices rise further in 2026?The Ofgem price cap will rise by 4% on 1 October as the Iran war continues to push up wholesale prices. Could energy bills go up as much as 25% in early 2027?
By Daniel Hilton Last updated
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Do you face a triple blow on your uninvested cash? What new ISA rules will mean for youNew ISA reforms coming into force in April 2027 will disincentivise holding uninvested cash in a stocks and shares ISA. Are you at risk of a cash trap?
By Daniel Hilton Published
