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Miscellaneous

The annual allowance for pensions

These finickity pension rules are enough to make even hardened tax accountants sigh into their calculators.

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The FCA now mandates that most people should not transfer their defined benefit pension schemes. Be for you even begin to beg to differ, make sure you understand all the facts.

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Life assurance policies can help you when life events derail your best plans – but only if they’re first set up properly.

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Inheritance tax

What is inheritance tax, and how should it factor into your financial planning?

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Do you need life insurance? How much should you get and what should you cover? Isn’t it all a bit gloomy? Fear not, and read on!

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Income protection insurance can be expensive, but if you get ill or disabled then it can be a lifesaver, says IFA Mark Meldon…

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Our guest IFA author Mark Meldon on what to do with old pension policies.

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In this guest post, Mark Meldon runs through the case for a Family Income Benefit insurance policy.

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Announcement: Monevator makeover

Monevator has had a revamp. Here’s what we’ve changed and why, and also a plea for bug reports.

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Here’s a great talk from Monevator contributor Lars Kroijer about his life as a hedge fund manager and why he now recommends passive investing.

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Happy Christmas, and a few book ideas that could make it even happier.

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Martin Lewis is giving millions to charity, and I think there are lessons in how he’s doing it for everyone…

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It’s a time to sit back, relax, and wish it was still June and that you were actually going to get all that stuff done by December 2014.

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How to start a fund

Want to purr down London’s Threadneedle Street in a Porsche on the back of your amazing income as a fund manager? Well… it’s not going to be easy.

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Times are tough. Millions are unemployed. House prices are wobbling, and bankers don’t dare lend money due to the risk that customers will lose even more of it than the banks have managed to lose for themselves. In this climate, it’s more important than ever to know your credit score (also known as your credit [...]

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