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At the start of a new tax year it can be difficult to stay up-to-date with the latest changes to tax relief, personal allowances and limits. In this article, we explain what’s new in 2016/17. No Change to ISA Limit In George Osbourne’s 2015 Autumn Statement, he...read more
The new tax year brings with it a huge change to the pension rules and a wide range of new opportunities for you in retirement. With greatly increased flexibility and control over how you access your pension, the reforms require a sea change in the way we think about...read more
The Chancellor began his Budget today by stating that he would take action to support savers and pensioners. Some of the most attention-grabbing announcements were directed at those who are saving for their futures and others who have already retired. Before George...read more
With new legislation bringing more freedom than ever for those 55 and over, more than three quarters of the people we spoke to as part of our Tackling the Savings Gap survey nearing retirement are undecided on how they will fund their lifestyle. From April 2015,...read more
The inflation rate dropped even further last month, taking it to the lowest level since records began, at just 0.3%. December’s figure of 0.5% had been the joint lowest since CPI was measured but it fell another 0.2% in January. The Office of National Statistics...read more
London could be the biggest beneficiary when new rules enabling spouses to inherit their partner’s ISA allowance are introduced in April, statistics suggest. Around 150,000 married ISA savers die each year, according to Government statistics, although current...read more
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