Personal Finance
Coverage and analysis of the latest personal finance, tax, pensions and insurance news from the expert team at MoneyWeek.
Explore Personal Finance
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Which is the best American Express credit card?
American Express credit cards can help you earn cashback or reward points on everyday spending, but which card is the best for you? We compare the options
By Oojal Dhanjal Last updated
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When is the “Bed & ISA” deadline? Cut-off dates for major investment platforms
The “Bed & ISA” deadline varies from provider to provider. We list the key dates across major investment platforms
By Daniel Hilton Last updated
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Why it’s time to look to the market for retirement savings
Sponsor Content Created With Aberdeen
By MoneyWeek Published
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How to get the best travel money rates
We explain where to find the best travel money rates so you can get the most bang for your buck when you’re on holiday.
By Oojal Dhanjal Last updated
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Two million taxpayers to be hit by £100k tax trap by 2026/27
Frozen thresholds mean more people than ever are set to pay an effective income tax rate of 60% as their earnings increase beyond £100,000. We look at why, as well as how you can avoid being caught in the trap.
By Daniel Hilton Published
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'Lockdown wills’ at increased risk of legal challenge
Pressures caused by the pandemic led some people to rush their wills. Now, lawyers are saying problems are surfacing that could make them invalid
By Laura Miller Published
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How the mansion tax could affect you even if your home is valued below £2 million
The mansion tax will apply to homes worth above £2 million from April 2028 but even lower-value properties could be looked at, MPs have been told.
By Marc Shoffman Published
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What is a trust – and should you use it to avoid inheritance tax?
Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.
By Laura Miller Last updated
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Could pensions inheritance tax rule change create liquidity crisis for Sippholders?
Pension inheritance tax rule changes from April 2027 could create a liquidity crisis for some self-invested personal pensions (Sipps) holding commercial property. We reveal what you can do to mitigate the impact.
By Sam Walker Published
