Financial planning

Ask the Experts: Will I pay tax if I move £15,000 from a personal investment plan to an Isa?

I have a personal investment plan which I took out in 2004 with £14,000. It is now worth £26,760 and I have never made any withdrawals.

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.

Don't give your children too much of your money

Wednesday, 31 May 2017 | Article

James Hambro & Co financial planner Charles Calkin has several warnings for those tempted to give away too much of their wealth to dodge care costs and inheritance tax (IHT). Here’s his advice.  

Financial advice: is it worth it?

Wednesday, 24 May 2017 | Article

When should you pay for independent financial advice and when should you do it yourself? We investigate how much advice should cost and if it can boost your finances in the long run.

How to make a budget

Tuesday, 07 March 2017 | Article

The word ‘budget’ can conjure up complex spreadsheets and the hassle of noting every penny you spend. But making a budget can be the first step towards taking control of your finances – we highlight the main ways to do it.

Financial advice versus financial guidance: what's the difference?

Wednesday, 04 January 2017 | Article

Financial guidance is set to become more of a feature in 2017, as the government and regulator clarifies the distinction between it and financial advice.

How to set up a Lasting Power of Attorney... while you can

Monday, 12 December 2016 | Article

We explain how to ensure that someone else can look after your affairs if you are unable to do so in the future. Plus how your attorneys can make sure it works for them.

Seven in ten Moneywise users find an accountant through word of mouth

Thursday, 08 September 2016 | News

Word of mouth is the most popular method readers use to find an accountant.

Money makeover: "We want to provide financial security for our young family"

Tuesday, 02 August 2016 | Article

This article was written in response to a reader’s financial situation.

Brexit round-up: what the vote means for your money

Tuesday, 19 July 2016 | Article

Since 24 June the Moneywise team has been hard at work, making sense of what the Brexit vote means for your family's money. You can see all of our Brexit analysis below.