Personal Finance
The latest news, updates and opinions on Personal Finance from the expert team here at MoneyWeek
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Inheritance tax receipts rise by 7% – how to cut your bill
Rising house prices and frozen tax thresholds continue to push inheritance tax bills up and receipts are only likely to rise further
By Marc Shoffman Published
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‘Reeves’s inheritance tax policy is causing sheer terror for our family business’
Thousands of families fear they’ll have no option but to look at selling their firms in a fire sale to pay inheritance tax bills, due to Rachel Reeves’s changes to business property relief
By Laura Miller Published
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Millions of over 50s fear pension investment risk – how should you position your portfolio?
To de-risk or not to de-risk, that is the question. Act too late and you could face irreversible losses. Move too early and miss out on significant gains that could transform your retirement.
By Laura Miller Published
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Are you missing out on Pension Credit? How to claim the benefit worth £4,300 a year
News The number of Pension Credit claims has soared in the past year but thousands of eligible households are still failing to apply. We explain who qualifies for Pension Credit and how to apply
By Ruth Emery Last updated
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Best junior stocks and shares ISAs
Advice A junior stocks and shares ISA is a great way to save for a child tax-efficiently. But, it can be tricky deciding which investment platform to use. We reveal some of the best junior stocks and shares ISAs
By Ruth Emery Last updated
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£150 off energy bills: millions more to get discount this winter
The expansion of the Warm Home Discount scheme follows a government U-turn on the Winter Fuel Payment. We explain who will get the £150 discount
By Ruth Emery Published
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Why getting sick will cost you £500 a month in pension savings
More people could face a state pension shortfall as the healthy life expectancy age declines. Do you have £500 extra a month to cover your sick years?
By Laura Miller Published
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Nationwide pays £100 to millions of people – have you received the payment?
Nationwide has started paying its £100 Fairer Share bonus and expects to complete payments by 4 July. We look at who will get it and when.
By Jessica Sheldon Published
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What’s happening with UK house prices? Latest property market moves and forecasts
House prices dropped at the fastest monthly rate in almost four years in April thanks to tax changes, but property analysts claim the market looks resilient overall
By Katie Williams Last updated