Your bank rewards may be less than interesting

By Richard Jackson | 1st July 2016

Not everything your bank pays you counts towards the personal savings allowance. When the personal savings allowance (PSA) was first announced in the March…

National Savings

A happy ending for a cautionary investment tale?  

By Richard Jackson | 24th June 2016

The Treasury has issued a consultation paper on changes to the taxation of single premium investment bonds following a long-running tax tribunal case. Single…

Staying ahead of auto-enrolment penalties

By Richard Jackson | 20th June 2016

It is not only BHS which is keeping the Pensions Regulator busy. The Pensions Regulator (TPR) has been in the headlines recently following the…

How your income tax bill really has gone up

By Richard Jackson | 15th June 2016

Independent research shows that if you feel you’re paying more income tax than you used to, you’re probably right. The Institute for Fiscal Studies…

What will you get for £168?

By Richard Jackson | 31st May 2016

Recent research has revealed how much it costs to make sure your wishes are met on death.   Do you have a will? If…

Watch the dividend

By Richard Jackson | 20th May 2016

Dividend growth is slowing in the UK. Shortly after the end of each quarter, Capita, one of the UK’s largest share registrars, publishes a…

Offshore funds and onshore myths

By Richard Jackson | 16th May 2016

The ‘Panama Papers’ have created a media frenzy about offshore investment. Not everything you read was necessarily accurate Offshore investment made front page headlines…

Inflation picks up – just a little

By Richard Jackson | 12th May 2016

The March inflation number was the highest since December 2014. UK inflation picked up in March, reaching the dizzy heights of 0.5% on the…

National Savings wields the axe

By Richard Jackson | 9th May 2016

National Savings & Investments (NS&I) are cutting interest rates. National Savings & Investments (NS&I) has announced that it will be cutting interest on five…

Automatic enrolment: the number of fines is increasing  

By Richard Jackson | 22nd April 2016

The Pensions Regulator is finding a growing number of automatic enrolment failures. The Pensions Regulator (TPR) recently issued its latest “Compliance and enforcement” bulletin,…

Is LISA the back door to pension reform?  

By Richard Jackson | 22nd April 2016

The announcement of the Lifetime ISA suggests that the Chancellor has not given up on his ideas for reforming the taxation of pensions. Shortly…

Keep an eye on your cash

By Richard Jackson | 22nd April 2016

The latest inflation figure has crept up again, but interest rates haven’t followed. Between December 2015 and January 2016, overall prices as measured by…

Another investment quarter passes  

By Richard Jackson | 22nd April 2016

The first quarter of the year is over. For all the excitement over the last three months, from end to end, not much happened.…

More anti-avoidance measures  

By Richard Jackson | 22nd April 2016

The Chancellor hopes to raise another £12bn from anti-avoidance measures announced in the Budget. A Budget would not be a Budget without the announcement…

Income tax changes

By Richard Jackson | 22nd April 2016

The burden of income tax was reduced slightly in the Budget, but anomalies remain. The personal allowance will rise from £11,000 to £11,500 in…

A capital gains tax cut – but only for some

By Gil | 22nd April 2016

The Chancellor made a surprise decision to cut capital gains tax (CGT) in his Budget – but not for everyone. Cast your mind back…

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