Currently, funds built up in a defined contribution pension are not normally included in your estate when you pass away, and inheritance tax does not apply. However, this is changing from 6 April 2027, when unused pension funds and death benefits are expected to form part of an individual’s estate Read the full article…

From April 2027, the tax rates that apply to savings interest will increase slightly. There are also a number of changes being introduced to ISAs, for those aged under 65. Investors and savers may wish to review their existing ISA and savings arrangements ahead of these changes taking effect. What Read the full article…

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Global equity markets generally rose during May, boosted by continuing demand for AI-related stocks. The price of Brent crude oil rose as high as US$115 in May, but ended the month at US$92, as the US and Iran inched closer to an agreement that could reopen the Strait of Hormuz. Read the full article…

Investment scams are becoming increasingly sophisticated, using AI-generated videos of respected public figures to advertise their products. A healthy degree of scepticism is always wise, but there are a number of other ways that you can protect yourself, friends and family from falling victim to a scam. Warning signs • Read the full article…