Paul lewis

July 2025

Payments into a retirement pot can help keep you below income tax thresholds

Not everyone’s a winner in the turnaround on winter fuel payments,

Has your family started planning for inheritance tax (IHT)? Investment platform Quilter suggests that by 2027, one in five adults over the age of 55 could have estates large enough to bring their heir

Our resident expert helps with a question from someone confused about the status of their retirement pot

Richard Hughes, chair of the Office for Budget Responsibility (OBR), puts it simply, says The Telegraph. “The UK cannot afford the array of promises that it has made to the public.” The OBR’s “dismal”