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New Rules on Pension Drawdown and Investment

From February new rules apply if you choose pension drawdown but do so without taking advice. 

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Taxing Wealth – a Viable Option?

An independent body of tax experts has set out the framework for a one-off wealth tax.  Will the Chancellor be tempted?

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Pension News: The Triple Lock Marches On...

The main state pensions will rise by 2.5% in April.

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The Tax Year End Approaches as Filing Deadline Eased

2020/21 is drawing to a close, with a Budget now slated for early March. Ahead of that, HMRC is easing some of its traditional deadlines in the light of the ongoing pandemic.

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The 2020 Investment Year – a Ride to Remember

The world’s share markets had a rollercoaster ride in 2020.

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Not the Autumn Budget or the Autumn Statement

The Chancellor’s November ‘Financial Statement’ revealed more spending and more government borrowing, but no mention of tax rises. 

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Continuing Challenges in the Search for Income - NS&I Outflows

Deposit rates are continuing to fall.

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When I'm 66 – State Pension Age's Latest Milestone

The latest phasing of State Pension Age (SPA) increase is now finished.

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Capital Gains Tax: Increases Ahead?

A recent report could herald changes to capital gains tax.

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Fireworks in November for the World's Stock Markets

November was an exciting month for the world’s stock markets.

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