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Cash ISA vs stocks and shares ISA: which is better for your money?
The debate over low-risk cash ISAs versus higher-returning stocks and shares ISAs overlooks the fact that both have an important role for different goals
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Why annuities are back in fashion for retirees
The appeal of annuities has been boosted by higher interest rates. So should you buy an annuity with part of your pension savings?
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Default pension funds: what’s in your workplace pension?
Default pension funds will often not be the best option for young savers or experienced investors
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Plan 2 student loans: a tax on aspiration?
The Plan 2 student loan system is not only unfair, but introduces perverse incentives that act as a brake on growth and productivity. Change is overdue, says Simon Wilson
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How to get an ISA and SIPP cashback bonus
Tips Here are the best pension and ISA transfer offers, with some providers giving away as much as £2,000 in cashback for transferring an account
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Inheritance tax receipts rise to £7.1 billion as more families pay up
Inheritance tax receipts look set to hit another record high for Treasury this financial year
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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. If you think you might have lost touch with your cash, follow these simple steps to track down your lost pension, investments, savings or Premium Bonds
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What is a care fees annuity and how much does it cost?
How we will be cared for in our later years – and how much we are willing to pay for it – are conversations best had as early as possible. One option to cover the cost is a care fees annuity. We look at the pros and cons.
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How to navigate the inheritance tax paperwork maze in nine clear steps
Families who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents you need to gather, regardless of whether you have an IHT bill to pay.
