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Uncertainties removed on two key personal taxes

The future of two important personal taxes – inheritance and capital gains – has finally been clarified, simplifying aspects of year-end planning. The extended wait highlights the difficulty of changing useful…

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2021 investment wrap-up

The world’s share markets generally produced solid returns in 2021, but UK stocks and fixed-interest investments suffered. Maintaining an international outlook in your portfolio can help underpin its value.

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Universal Credit eligibility expands to higher rate taxpayers

Autumn Budget reforms have created a surprising clash of benefits and income tax.

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Escaping the higher minimum pension age

A surprise change of tack on pension ages was revealed when this year’s Finance Bill was published.

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England's social care cost cap

More details have emerged on the £86,000 social care cost cap for England.

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Demerging China from emerging markets

Some investment professionals are calling for China to be removed from the main emerging markets indices.

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The global dividend recovery

Research shows that in Q3 2021, dividend payments increased sharply in all major markets and are expected to return to pre-pandemic levels before the year’s end.

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Placing a cost on retirement

How much income do you need for a comfortable retirement? New research has put a post-pandemic price on the answer.

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Triple Lock shifts to Double Lock in 2022

The temporary Triple Lock suspension has cost pensioners up to £9.35 a week.

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The pension annual allowance trap

Latest HMRC figures show that the annual allowance continues to help fill its depleted coffers.

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