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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Pension tax refunds: how to get your money back if you have been overchargedThousands of retirees recovered more than £50 million in overpaid tax from flexible pension withdrawals in the second quarter of 2026. Are you due a pension tax refund?
By Daniel Hilton Last updated
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Should I give my property to my grandchildren before I die?Grandparents keen to help grandchildren onto the property ladder may consider gifting their own home before death. Here are inheritance tax rules to consider.
By Laura Miller Published
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Warm Home Discount offers £150 off energy bills – what is it and who can get it?The Warm Home Discount is paid by the government to some households to help them keep the heating on during the winter. How exactly does the scheme work and who is eligible?
By Daniel Hilton Last updated
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Will taxes rise in the Burnham government's first Autumn Budget?New prime minister Andy Burnham said he will stick to Labour’s manifesto commitment to not raise income tax, national insurance, or VAT. But what other taxes could new chancellor John Healey target?
By Daniel Hilton Last updated
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Admiral Group looks admirable – how to play its sharesInsurer Admiral is harnessing AI and continues to diversify its operations, while investors enjoy record dividends.
By Dr Matthew Partridge Published
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Annuity rates rise – is now a good time to buy one?Annuities can offer peace of mind in retirement. Higher rates are making them even more attractive.
By Sam Walker Last updated
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Revolut switches customers to official bank accounts – what you need to knowRevolut secured a full UK banking licence in March 2026 and has now started shifting customer accounts to be part of its official bank. But what does the transition mean for existing customers and what is Revolut Bank?
By Sam Walker Published
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What is FIRE and can it help you retire early?Achieving ‘FIRE’ – financial independence, retire early – involves extreme levels of frugality and disciplined investing, but can it really help you achieve early retirement and financial freedom?
By Sam Shaw Published
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Is now a good time to sell a house?Fears over rising mortgage rates and high inflation have dampened demand in the housing market. If you are looking to sell a house then there are a few factors to consider to attract interest.
By Daniel Hilton Last updated
