The announcement of the new UK ISA marks 25 years of tax-efficient savings 15th April 2024

Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to launch a new UK ISA and has previously announced changes that could provide you with more flexibility. Read on to […]

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Why taking part in National Walking Month could help you embrace creativity

Living in such a picturesque country as the UK certainly has its benefits, namely the abundance of opportunities for breathtaking walks. Whether exploring the rugged Yorkshire moors or strolling through the tranquil Lake District, the UK is truly a nation of walkers. In fact, data on the government website reveals that the average person made […]

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6 in 10 Brits are unaware their pension is usually outside of their estate

Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside of their estate. It could also mean some have failed to name a beneficiary for their pension. Read on to find out what you need to know about pensions and why […]

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More retirees may need to consider tax liability as State Pension nears the Personal Allowance

Pensioners have benefited from an 8.5% increase in the State Pension. While the boost is likely to be welcomed by many, the full new State Pension is nearing the Personal Allowance threshold. As a result, some retirees might need to consider their Income Tax liability for the first time or could be pushed into a […]

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