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Personal finance

12392 posts
PPersonal finance
I retired and took a £65,000 tax-free lump sum in 1999. Can I take another sum now?
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I retired and took a £65,000 tax-free lump sum in 1999. Can I take another sum now?

  • October 5, 2026
In our weekly series, readers can email in with any questions about retirement and pension savings to be…
PPersonal finance
HNIs broaden portfolios beyond traditional assets: What is changing in asset allocation
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HNIs broaden portfolios beyond traditional assets: What is changing in asset allocation

  • October 5, 2026
High-net-worth individuals (HNIs) are looking beyond traditional combinations of equities, debt, gold and real estate, with private credit,…
PPersonal finance
Housing
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Housing crisis: Workers resort to their pension savings for home ownership

  • October 5, 2026
•Number of withdrawers rises 284% to 28,437 •Amount withdrawn rises 228% to N92.7bn •Experts make case for Nigerians…
PPersonal finance
Strictly Come Dancing S24
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Surrey public sector workers say pension wait “worst experience”

  • October 5, 2026
Cottee said she felt that the situation was “appalling”. “It’s very frustrating. I find it offensive actually,” she…
PPersonal finance
KiwiSaver boost: Will Act’s plan work? The Bottom Line checks it out
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KiwiSaver boost: Will Act’s plan work? The Bottom Line checks it out

  • October 5, 2026
Act leader David Seymour announced the policy at the party’s campaign launch on Sunday. “Other parties want to…
PPersonal finance
Sarah de Lagarde on Healthcare Innovation at Janus Henderson Investors
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Sarah de Lagarde on Healthcare Innovation at Janus Henderson Investors

  • October 5, 2026
Sarah de Lagarde’s understanding of healthcare innovation is shaped by what it has enabled her to recover: independence,…
PPersonal finance
mint
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Taking a career break? Your EPF balance may stay tax-free, but interest earned after leaving the job could be taxable

  • October 5, 2026
Taking a career break does not necessarily mean your EPF account stops earning interest. But employees who leave…
PPersonal finance
The parents taking lump sums from their pensions to fund their children's homes and weddings
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The parents taking lump sums from their pensions to fund their children’s homes and weddings

  • October 5, 2026
The Bank of Mum and Dad has been around for centuries – but in recent years, even more…
PPersonal finance
Registration open for free workshop on wills, trusts
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Registration open for free workshop on wills, trusts

  • October 5, 2026
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PPersonal finance
Inheritance passed between generations with cash and valuables, representing wealth used for buy-to-let investment
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Inheritance boom could create more landlords

  • October 4, 2026
12:01 AM, 5th October 2026, 46 minutes ago An inheritance boom could create a new generation of landlords…
PPersonal finance
Liverpool Echo
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HMRC explains rules around removing a lump sum from your pension

  • October 4, 2026
You can take your 25% tax-free pension amount more than once 18:17, 03 Oct 2026Updated 18:21, 03 Oct…
PPersonal finance
Badenoch hints at inheritance tax changes and end to £100,000 tax 'cliff edge' at Tory conference
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Badenoch hints at inheritance tax changes and end to £100,000 tax ‘cliff edge’ at Tory conference

  • October 4, 2026
Kemi Badenoch has suggested cutting inheritance tax would be “morally right”, as the Conservatives begin their party conference…
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