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How to get your finances in order before you die

This guide is here to help you take control of your finances and make sure your wishes are carried out. Taking these steps at your own pace can give you and ...
Article

Should I downsize my home to fund my retirement?

If you own your home, you could consider moving to a cheaper property to give you extra money for your retirement. Here’s what you need to know, including alternative...
Article

How tax on savings and investments works

Depending on how much you earn, you might have to pay tax on savings interest or investment income. This guide takes you through it, plus tax-free ways to save...
Article

Mortgage fees and costs when buying or selling a home

Whether you’re buying a home, selling, or doing both at the same time, the process isn’t cheap. From a mortgage deposit through to running costs, we’ll explain...
Article

Making a will and planning what to leave

When making your will, think about how much you have to leave and who gets what. This guide will help you work out the basics, so you can get started with writing...
Article

Stamp Duty – everything you need to know

If you’re buying a home in England or Northern Ireland you might have to pay Stamp Duty Land Tax (SDLT). You will pay no Stamp Duty if the amount you pay for...
Article

ISAs and other tax-efficient ways to save or invest

Make the most of tax-free savings and investments for you and your children or grandchildren.
Article

How do savings and lump sum payouts affect benefits?

Some benefits are affected by the amount of money you have in savings, such as cash in a savings account, or investments in shares. These benefits are called...
Article

How tax works on pension income

Your pension is usually counted as part of your earnings, so you’ll pay tax on any income above your tax-free allowances. Here’s all you need to know, including...
Article

Land and Buildings Transaction Tax – Scotland’s Stamp Duty explained

If you’re buying a home in Scotland that costs more than £145,000, or £40,000 if it’s a second home, you’ll pay Land and Buildings Transaction Tax (LBTT).

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How to get your finances in order before you die

Article

Should I downsize my home to fund my retirement?

Article

How tax on savings and investments works

Article

Mortgage fees and costs when buying or selling a home

Article

Making a will and planning what to leave

Article

Stamp Duty – everything you need to know

Article

ISAs and other tax-efficient ways to save or invest

Article

How do savings and lump sum payouts affect benefits?

Article

How tax works on pension income

Article

Land and Buildings Transaction Tax – Scotland’s Stamp Duty explained

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