Articles by Rachel Lacey

Final salary scheme members seeking transfers told to expect delays after High Court ruling forces Lloyds to increase benefits for women

Tuesday, 13 November 2018 | News

Final salary scheme members wishing to trade their guaranteed income for a cash lump sum are being warned to expect delays following a recent ruling in the High Court.

Planning to retire? We ask the professionals for tips

Wednesday, 07 November 2018 | Article

Many over-55s do not want to pay for financial advice or cannot justify the expense. Here, Moneywise talks to financial experts to share their ideas for a successful DIY retirement income plan

Bereaved families will face soaring probate fees of up to £6,000 as the government presses on with controversial tiered fee structure

Tuesday, 06 November 2018 | News

Bereaved families could see the cost of probate soar by thousands of pounds after the Ministry of Justice confirmed that it will implement a banded structure for the payment of probate fees from April next year.

TSB customers punish bank for IT failures, while Nationwide and HSBC come out on top of switching figures

Wednesday, 24 October 2018 | News

TSB customers have been voting with their feet and deserting the beleaguered bank, new current account switching figures reveal.

Landmark ruling could see pension savers in ill health stung by a stealthy 40% inheritance tax charge

Friday, 19 October 2018 | News

The bereaved families of pension savers could be hit with an unexpected IHT bill, following a controversial landmark ruling.

Budget 2018: Will the Chancellor cut tax relief or the 25% tax-free lump sum? Here are eight things he could have in store for pensions

Monday, 29 October 2018 | News

Rumours are once again mounting that the Chancellor is gearing up to cut tax relief on pensions in next week’s Budget.

House prices see their smallest September gain in eight years as buy to let activity dwindles

Tuesday, 16 October 2018 | News

The average asking price for houses in the UK rose by just 1% this month, according to the latest figures from Rightmove – the smallest rate of increase for the time of year since 2010.

Parents giving away £227 billion to kids to save on inheritance tax

Monday, 08 October 2018 | News

One in five parents has given money to their children in an attempt to reduce the amount of inheritance tax their families will have to pay when they die.

New rules for final salary pension transfers confirmed to stave off fears of a mis-selling scandal

Friday, 05 October 2018 | News

Advisers recommending defined benefit (DB) pension transfers are to face tighter regulations in an attempt to stave off growing concerns of a mis-selling scandal.

Investment trusts: everything you need to know

Wednesday, 03 October 2018 | Article

Investment trusts: a trusted way to grow your capital – and get an income.