Financial planning

Financial experts divulge their biggest money mistakes

We quiz financial experts to reveal the biggest mistakes they’ve made with their personal finances over the years – and the lessons they’ve learnt.

Government launches will-writing consultation as inheritance tax bills soar

Wednesday, 27 September 2017 | News

The government has launched a consultation to assess how existing legislation on wills could be updated.

The 50/20/30 financial diet: My first foray into crash budgeting

Monday, 18 September 2017 | Blog | By Edmund Greaves

Divorce and entrepreneurship drive more women to take financial advice

Tuesday, 12 September 2017 | News

More women are seeking financial advice due to increasing rates of divorce and the rise of female entrepreneurs, according to a study by Investec Wealth & Investment.

Your Shout: Moneywise readers have their say in August 2017

Thursday, 07 September 2017 | Blog | By Helen Knapman

Expect your investments to grow at 5% a year, says City watchdog

Tuesday, 05 September 2017 | News

Investors can expect their investments to grow at a rate of 5% a year, according to the Financial Conduct Authority. However ‘real’ returns will be lower once inflation is taken into account.

Who can you trust with your money? Find out in August’s Moneywise on sale now

Thursday, 27 July 2017 | News

Which providers can you trust with your money? Find out in August’s Moneywise magazine on sale in WHSmith and selected Sainsbury’s stores from today.

Stat of the month: Taking financial advice makes you £40,000 wealthier

Thursday, 13 July 2017 | News

People who take financial advice are typically £40,000 better off than those who do not, new research suggests.

Ask the Experts: We want to close a bond that is held in trust. What's the best way to do this?

Wednesday, 05 July 2017 | Question and Answer

There are different types of trust, so there are various answers to your question, both from a legal and a tax perspective. So I’m afraid my answer must be general in nature.

Moneywise users review pensions and investments monthly

Thursday, 15 June 2017 | News

Over a quarter (26%) of users review their pensions and investments every month, according to our latest poll results.

More than four in ten regret past financial mistakes

Friday, 02 June 2017 | News

More than 4 in 10 UK consumers say that they are still negatively impacted by financial mistakes they made in the past, according to new research from Aviva.