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Browsing Tag

Personal finance

7162 posts
PPersonal finance
Can I gift an inheritance that I don't need to my children as surplus income?
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I’ve been left £20,000 can I pass it to my kids as ‘surplus income’ free of inheritance tax?

  • February 19, 2026
I have recently received just under £20,000 from my late mother’s will and passed some to my children…
PPersonal finance
Ipso logo
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State Pension annual payment boost of £303 for older people with grandchildren

  • February 19, 2026
Claims for Specified Adult Childcare can be backdated to April 6, 2011.Pension Credit – Could you or someone…
PPersonal finance
Boost Your Savings with These Proven Tips
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Boost Your Savings with These Proven Tips

  • February 19, 2026
Key Takeaways Middle class workers in their 50s have a median of $112,000 saved for retirement—and nearly half…
PPersonal finance
The Stealth Tax That Costs High-Income Retirees Thousands Every Year
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The Stealth Tax That Costs High-Income Retirees Thousands Every Year

  • February 18, 2026
A lot of people end up strapped for cash in retirement. But then…
PPersonal finance
Teachers pensions are very good value, experts say, but only one in 10 agree
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Teachers pensions are very good value, experts say, but only one in 10 agree

  • February 18, 2026
The Teachers’ Pension Scheme (TPS) is ‘one of the most generous in the UK’, one expert says Teacher…
PPersonal finance
Some clients have multiple RRSPs. Here’s why merging them makes sense
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Some clients have multiple RRSPs. Here’s why merging them makes sense

  • February 18, 2026
Open this photo in gallery: Multiple RRSPs can lead to administrative headaches for clients, as they must track…
PPersonal finance
No lotteries or inheritances—a single mother truck driver with two children receives a donated home and changes her life in the United States
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No lotteries or inheritances—a single mother truck driver with two children receives a donated home and changes her life in the United States

  • February 18, 2026
In the face of the number of inhuman stories we have been seeing in recent months, when a…
PPersonal finance
A person at a laptop.
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I Used to Think I Needed $1 Million to Retire Comfortably. Here’s What Changed My Mind.

  • February 18, 2026
It was a harsh reality check that needed to happen. One of the reasons people may find saving…
PPersonal finance
Which Plan Offers Better Retirement Benefits?
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Which Plan Offers Better Retirement Benefits?

  • February 18, 2026
Synopsis: The new Unified Pension Scheme (UPS) and existing National Pension System (NPS) are two retirement decisions that…
PPersonal finance
Why Lin Sok thinks more advisors should be working independently
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How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm

  • February 18, 2026
For the best listening experience and to never miss an episode, subscribe to Behind the Advice on your…
PPersonal finance
National Pension System: Not just a tax-saving tool — new rules, retirement benefits & more explained
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National Pension System: Not just a tax-saving tool — new rules, retirement benefits & more explained

  • February 18, 2026
For millions of salaried professionals and self-employed Indians, financial concern is not just job loss or market volatility…
PPersonal finance
Despite stressing about retirement, more Canadians plan to add to RRSPs
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Despite stressing about retirement, more Canadians plan to add to RRSPs

  • February 18, 2026
Open this photo in gallery: According to a poll, 70 per cent of Canadians reported negative feelings about…
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