Where is your wealth?

One of the nation’s largest investment managers has examined investors’ attitudes in the UK relative to other major developed G7 nations with interesting results. Personal wealth distribution Housing Pension Cash Bonds Shares and funds Life assurance Other UK 50% 19% … Continue reading

What does 31 January mean for online sellers?

The end of January was not only the deadline for personal tax returns but also marked a new tax era for online sellers. In the first month of 2025, online trading platforms such as eBay, Airbnb and Vinted had to … Continue reading

Inheritance tax revisited

The Budget brought inheritance tax (IHT) into the news headlines, but its impact is not well understood. Mark and Hannah have an estate valued at £1.25 million, including their jointly owned home worth £400,000. Like many couples, their wills leave … Continue reading

Attitudes to retirement

A recent survey has raised questions about retirement readiness. One of the world’s largest investment managers, BlackRock, recently published its latest review of the UK’s retirement landscape. The work was based on a survey of 1,000 savers in defined contribution … Continue reading

National Savings & Investments and cuts

National Savings & Investments (NS&I) has been busy reducing its interest rates in recent months. NS&I has roots going back to 1861, when Gladstone, then Chancellor of the Exchequer, launched the Post Office Savings Bank. NS&I’s latest quarterly results show … Continue reading