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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Will fintechs change the way you invest?: MoneyWeek Talks
Podcast MoneyWeek's digital editor, Kalpana Fitzpatrick, speaks to Revolut Trading CEO Yana Shkrebenkova about how fintechs are changing the way people approach investing.
By Kalpana Fitzpatrick Published
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Are you eligible for Nationwide’s next £100 Fairer Share bonus?
Millions of Nationwide customers got the £100 Fairer Share payment in 2025. We explain how to boost your chances of being eligible for the bonus, if it returns in 2026
By Daniel Hilton Last updated
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Six steps business owners should consider before April inheritance tax relief change
New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now
By Laura Miller Published
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Equity release vs downsizing house – which is best?
Downsizing and equity release are both popular ways to unlock the capital in your home. We weigh up the pros and cons of each.
By Samantha Partington Last updated
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Taxpayers urged to fight automated HMRC penalties as 20,000 win on appeal
HMRC loses more than 60% of cases when taxpayers appeal an automated penalty it has imposed, new figures show.
By Laura Miller Published
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Should you fix your mortgage or opt for a variable rate?
With the Bank of England potentially set to announce more interest rate cuts in 2026, homeowners may wonder if it’s best to opt for a fixed rate or variable rate mortgage.
By Laura Miller Last updated
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More than five million taxpayers overpay with wrong tax codes – how to check yours is right
HMRC overcharged taxpayers £3.5 billion in income tax the latest data shows, with tax coding errors largely to blame. Accountants say it is “essential” people check their tax codes to avoid being hit with higher bills.
By Laura Miller Published
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Invest in forestry: a tax-efficient way to grow your wealth
Record sums are pouring into forestry funds. It makes sense to join the rush, says David Prosser
By David Prosser Published
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Five ‘bear traps’ to look out for this bonus season – and four ways to lessen the blow
March is the peak month for bonuses, but it can lead to tax and pension issues. We look at four ways to protect your hard-earned money.
By Sam Walker Published
