Money matters

Answering a question about pension pots being passed on when someone dies

Seventy-one per cent of people admit they don’t understand how IHT works. Here’s the low-down

The clock is ticking. Having announced in last year’s Budget that private pension savings will fall within the inheritance-tax (IHT) net from April 2027 onwards, the government has just published more

Annuities are popular, and rates are good — but do shop around, advises Paul Lewis

What are wealth taxes? Taxes that make you pay a levy based on your assets – typically your net wealth – rather than your income from work. Such taxes used to be far more common globally than they are

Pension savers concerned about inheritance tax (IHT) are on the look out for new ways to plan for retirement. The Enterprise Investment Scheme (EIS) is one attractive option, and EIS-focused investmen