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Page 17 of 62
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Article
Take your pension as multiple lump sums
If you have a defined contribution pension, you can usually choose how and when to take your money. One option is to leave the money invested and take cash lump...
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Blog post
Is the 25% tax-free pension lump sum ending or changing?
No changes to the 25% tax-free pension lump sum were announced in the 2026 Autumn Budget. Here’s what you need to know.
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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...
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Article
Defined contribution pension schemes explained
With a defined contribution pension, you build up a pot of money you can use to give you an income in retirement. Here’s what you need to know.
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Article
Setting up a trust fund
Do you need someone to manage money for you, perhaps to help someone after your death, or to pay for your care later on? One way to do this is to put the money...
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Article
How to fill in a Self Assessment tax return
A Self Assessment tax return can look daunting. But if you’re prepared, organised and understand what you’re being asked for, it’s a lot simpler than it looks....
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Article
Carry forward: increase your annual allowance for pension savings
If your pension savings exceed the annual allowance (£60,000 for most), check if you can use unused allowances from the last three tax years. This is called ...
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Article
The tapered annual allowance for pension savings
If you earn more than £200,000 in a tax year, you might be affected by the tapered annual allowance. This limits the amount of pension savings you can get tax...
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Article
Government schemes for first-time home buyers and existing homeowners
Several government schemes can help you buy a home. These include the Lifetime ISA, Help to Buy, Right to Buy and Shared ownership.
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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...
