HMRC’s legal victory could threaten your savingsA landmark court case could bring certain pensions under the inheritance tax umbrella. A landmark legal ruling last week means savers suffering ill health who move their pension funds from …
Biofuels: not a safe destination for your pensionClients and providers disagree on who should be responsible for spotting fraud. If you order your self-invested personal pension (Sipp) provider to move your savings into an investment …
Don’t leave a family feud as your main inheritanceThere are simple steps you can take to make the passing of your estate to your heirs less stressful and less costly. As house prices grow and …
Snoozing your pension may not be a good ideaDelaying your state pension won’t be the right move for everyone, says David Prosser. Although new rules have made deferring your state pension significantly less attractive, it …
eBay: limited protection for buyersIf the auction site won’t protect you, there are steps you can take to avoid being conned. More than 42,000 people reported scams involving online auction site eBay to Action Fraud …
Take to the slopes knowing your bank has your backAlthough the idea of paying for a bank account is irritating, the perks you get in return can be highly valuable. Hear the words “packaged bank …
Altmann speaks outA former pensions minister has claimed her warnings that changes to the state-pension age would have a detrimental impact on women were ignored at all levels of government. As pensions minister from May …
The successful campaign will bolster civil partners’ financesReform to civil partnerships should allow more couples to make the most of financial protections. Government plans to introduce civil partnerships for heterosexual couples should give unmarried men …
Savers who have transferred out of generous defined-benefit (DB) pension schemes could be entitled to compensation from their financial advisers, even if the adviser explicitly warned them against it, following a ruling from the Financial …
Is Philip Hammond set to do a Gordon Brown? More than 20 years after Brown abolished pension funds’ right to reclaim dividend tax credits, he is still reviled in some quarters for a change now …