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Three quarters into 2025...

Nine months into 2025, investment performance may not be what you expect.

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About your dividends...

HMRC is sending out letters asking taxpayers to check their dividend totals.

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The retirement age gap and other paradoxes

A new report has shown conflicting ideas about retirement.

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Unclaimed Child Trust Funds value soars

HMRC’s latest statistics show a jump in unclaimed Child Trust Funds (CTFs) to over £1,500,000,000.

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Cash ISAs twice as popular as stocks and shares ISAs

HMRC figures for 2023/24 show cash ISA subscriptions have increased by around 224% more than stocks and shares ISAs by the end of the decade.

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Putting off the personal allowance vs State pension problem

The ingredients to determine next April’s increase in the State pension are now clear and suggest a problem deferred until the 2026 Budget.  

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To draw or not to draw - taking cash out of your pension

Are you considering drawing a lump sum from your pension before the Autumn Budget?

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How prepared are you for retirement?

A new survey has revealed a high level of public unawareness of impending pension changes and the need to plan.

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Shining a light on gilts

As the Autumn Budget approaches, government bonds are coming back into the spotlight.

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The stamp duty tangle – a useful lesson

The former Deputy Prime Minister Angela Rayner’s recent problems with stamp duty land tax (SDLT) offer a salutary lesson. 

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