News & guides

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Savings tax under review: what could change?

Savings tax under review: what could change?

Story 25/06/18

The Office of Tax Simplification is offering a number of recommendations to deal with the confusing level of complexity surrounding the taxation of savings and investment income.

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Monthly economic commentary: June 2018

Monthly economic commentary: June 2018

Commentary 22/06/18

Our chief economist, Colin Warren, discusses developments that are likely to impact the Eurozone, including the Italian budget and Trump's tariffs, in his latest commentary.

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Pension transfers skyrocket

Pension transfers skyrocket

Story 20/06/18

2017 saw a dramatic increase in transfers out of defined pension schemes, stemming from a variety of factors. While a transfer may not always be suitable, it's nearly always permanent. It's critical to ensure you're making the right decision.

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Can a revised tax system re-balance intergenerational fairness?

Can a revised tax system re-balance intergenerational fairness?

Story 15/06/18

Baby boomers have the advantage in areas such as home ownership, personal debt and pension wealth, a new report has found, and it recommends a radical overhaul of the UK tax system to help resolve the issues.

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Tax return: acting early could save you time and money

Tax return: acting early could save you time and money

Story 04/06/18

In 2016/17, almost 750,000 people potentially faced penalty for missing the annual deadline for submitting their tax return. Thinking about it early could make things easier in the future.

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Protection planning guide

Guide 01/06/18

Ensuring that your family are financially protected involves preparing for the unexpected. From life protection, income protection and critical illness cover, find out more about why you should start planning for the future.

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Avoid fraudsters after your pension pot

Avoid fraudsters after your pension pot

Story 23/05/18

Pension freedoms – while offering retirees more flexibility and control over their pots – has also created an attractive opportunity for fraudsters. What should you look out for?

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Monthly economic commentary: May 2018

Monthly economic commentary: May 2018

Commentary 18/05/18

Our chief economist, Colin Warren, discusses the relationship between economic data and the stock market, and the recent performance of UK equities in his latest commentary.

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