Protection

Removal of IHT sweetener for Aim shares ‘would be recipe for mayhem’

It is widely expected changes to inheritance tax are in the offing, potentially in next month’s Budget, with one fund manager commenting that any changes to the IHT exemption around Aim shares would be disastrous.

Read more

Spouses in line to receive extra £20,000 if their partner dies without a will

A rule change means that a surviving spouse could now get up to £270,000, but experts warn that the best way to avoid arguments over inheritance is to make a will.

Read more

Financial planning and dementia: how to protect your family

All you need to know about the financial implications of dementia.

Read more

Calls for banks’ voluntary scams code to be made compulsory

A report from the Treasury Select Committee says that banks should consider retroactively reimbursing victims of push payment fraud.

Read more

Keep your wits about you – a history of financial scams

How to avoid becoming an investment fraud victim.

Read more

Changes to EIS start to bite, despite inheritance tax receipts at record high

Tax relief on investments in small privately-owned companies fell by 22% in 2016/17, the latest figures show.

Read more

Ask Money: does regular gifting impact the IHT allowance?

Jamie Favell helps a Money Observer reader with a question about inheritance tax and CGT.

Read more

Fraudsters using fake celebrity news in ‘get rich quick’ investment scam

Similar investment scams on Instagram have cost unsuspecting victims more than £3 million.

Read more

Editor’s Comment: why is Lasting Power of Attorney such a big deal?

Setting up a power of attorney early on in life is a low-cost precaution that could spare you distress further down the line, argues Faith Glasgow.

Read more