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Browsing Tag

PersonalFinance

1245 posts
PPersonal finance
Top 10 African countries with the best pension situation
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Top 10 African countries with the best pension situation

  • August 13, 2025
Most African countries have undeveloped statutory pension systems, according to the Absa Africa Financial Markets Index 2024. The…
PPersonal finance
Divorce wiped out her savings. At 65, should Kate start drawing CPP?
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Divorce wiped out her savings. At 65, should Kate start drawing CPP?

  • August 13, 2025
The expert recommended Kate apply for Canada Pension Plan now rather than wait until next year. (Credit: Getty…
PPersonal finance
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
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The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries

  • August 13, 2025
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
PPersonal finance
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HMRC issues warning for state pensioners who have to provide ‘letter of proof’

  • August 13, 2025
One taxpayer reached out to the financial service and tax department via X, formerly Twitter, to discuss the…
PPersonal finance
Smart ways to pass on wealth tax-free
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Smart ways to pass on wealth tax-free

  • August 13, 2025
For generations, inheritance was something handed down after death. Now, amid rule changes meaning more might be taxable,…
PPersonal finance
Is it time to means-test the state pension?
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Is it time to means-test the state pension?

  • August 13, 2025
The new state pension is paid to those who paid enough national insurance, regardless of whether they have…
PPersonal finance
Hidden cost set to slash inheritance hopes
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Hidden cost set to slash inheritance hopes

  • August 13, 2025
Young Australians are expecting $525k in inheritance. Picture: NewsWire / Nicholas Eagar Younger Australians are over-estimating their inheritance…
PPersonal finance
Trump executive order could reshape Americans' retirement portfolios
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Trump executive order could reshape Americans’ retirement portfolios

  • August 13, 2025
Dub CEO Steven Wang on President Donald Trump’s groundbreaking move to level the playing field for working Americans…
PPersonal finance
US Department of Labor rescinds 2021 supplemental statement on alternative assets in 401(k) plans
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US Department of Labor rescinds 2021 supplemental statement on alternative assets in 401(k) plans

  • August 13, 2025
WASHINGTON – The U.S. Department of Labor’s Employee Benefits Security Administration has rescinded a Dec. 21, 2021, supplemental…
PPersonal finance
Stormy market conditions
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What clients really think about buying life insurance

  • August 13, 2025
What clients really think about buying life insurance…
PPersonal finance
Sunjay Kapur’s Rs 30,000 crore fortune without a will: Who's likely to gain the most?
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Sunjay Kapur’s Rs 30,000 crore fortune without a will: Who’s likely to gain the most?

  • August 13, 2025
When industrialist Sunjay Kapur died suddenly earlier this year, he not only left behind a void for his…
PPersonal finance
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People over State Pension age due up to £524 in one-off payments this year

  • August 13, 2025
People over 66 could be eligible for separate cash payments to help with heating bills over the current…
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