Financial planning

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

Friday, 24 November 2017 | Blog | By Edmund Greaves

I’ve never been one for trying out a ‘one size fits all’ budgeting plan. But being a young person living in London; not having a budget can be crippling.

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

Tuesday, 31 October 2017 | Blog | By Helen Knapman


Each month we publish the best comments, emails and letters from our readers. Here are the best of August 2017:

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.

"Don't give your kids too much money before you die," warns top adviser

Tuesday, 27 June 2017 | Article

Tempted to pass on assets to your children to dodge care costs and inheritance tax? Find out why one top financial planner is warning you to err on the side of caution.

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.