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2021: six months down...

The first six months of 2021 have been rewarding for investors, but the next six are uncertain.

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The Triple Lock trip up, take two

State pension increases and the Triple Lock are back in the spotlight.

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The wrong type of ISA?

New statistics from HMRC show over £300bn invested in cash ISAs.

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What is an adequate retirement income?

A leading pension think tank has examined this question – but the findings aren’t straightforward.

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The £9 billion Child Trust Funds backwater

Over £9 billion was invested in Child Trust Funds (CTFs) as of April 2020, according to new HMRC data.

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Is inflation creeping up?

A global jump in inflation in 2021 is raising the prospect of a broader upward trend beyond a short-term pandemic reaction.

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Timing retirement saving: how pension contributions fit into life-cycle patterns

Research from the Institute for Fiscal Studies (IFS) examines how pension contributions fit into life-cycle patterns. 

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The OECD joins the inheritance tax debate

The Organisation for Economic Cooperation and Development (OECD) is the latest body to wade into the inheritance tax debate – on a global scale.

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Claim your tax relief for working from home

If you have been working from home during the pandemic, don’t forget you could be due some tax relief. 

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Unhappy families – challenging inheritance issues

The outcome of a recent High Court case is a warning for anyone challenging a will.  

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