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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Mortgage overpayment calculator: Pay off home loan early?Our mortgage overpayment calculator can help you to see how much overpayments can reduce your mortgage balance.
By Holly Thomas Last updated
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How to avoid inheritance tax by giving your money awayRegular gifting can reduce your inheritance tax bill by tens of thousands of pounds. We explain how the rules work.
By Laura Miller Last updated
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Why your family needs to talk about inheritance tax nowOpinion More people are set to be dragged into the inheritance tax net, making it all the more important to talk about inheritance with your family.
By Delicious Orie Published
Opinion -
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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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
