Retirement planning

Sweet charity: how the principles of philanthropy can benefit donors and good causes

Make your charity donations count by considering philanthropy services and giving the tax-efficient way, writes Sam Barrett.

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Your Fund Choices 2019: how to order

Your Fund Choices 2019 provides comprehensive analysis on 267 Rated Funds, investment trusts and ETFs selected by the Money Observer team of experts.

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Four tricks to avoid an inheritance tax headache

We share four ways to reduce or entirely avoid paying the dreaded 'death tax' by savvy financial planning.

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Mind the gap: inheritance tax shortfall stands at £600 million

Inheritance tax receipts are on course to hit another record high in the 2018-19 tax year, but there’s an estimated £600 million gap between tax owed and tax paid.

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Simplify inheritance tax process for bereaved families, says OTS

The Office for Tax Simplification (OTS) has called on HMRC to reduce or remove the requirement to submit inheritance tax forms for smaller or si

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Controversial call for state pension to be means-tested

Will means-testing the state pension make the system fairer and more affordable?

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Find out whether you will outlive your pension pot

A heatmap by Royal London sheds light on the sustainability of different withdrawal rates over different time periods.

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Revealed: the amount you need to save to secure a comfortable retirement

Instead of prioritising saving for retirement, many millennials find themselves in the position of juggling between paying off student debt and saving towards a house deposit.

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Five less well-known ways to cut your tax bill

As part of Talk Money Week, we run through five less well-known tax tricks that are underutilised.

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