From money-saving work perks to investments and tax planning, resolve to get your finances in shape this new year
For decades, our retirement finances have been a political plaything
Half of those questioned in survey said they cannot afford to save enough for retirement
Ministers have argued higher fund allocations to private equity and infrastructure would generate better returns
Act before pension pots are swept up by the tax net
Scottish Widows study shows more than 2mn UK women will not be able to afford to retire
But there are several tools you can use to cut an IHT bill
We responded to readers’ queries about personal finance
Experts say big tax bills could result from Rachel Reeves’ move in the Budget
Gains may have been locked in too soon in anticipation of a bigger CGT increase
£31bn sitting in unclaimed, inactive or lost savings pots
Investment firms report a rush of clients looking to withdraw cash before the Budget
Demographic changes force a rethink, but that’s not necessarily a bad thing
Possible Budget changes would widen the gulf between public and private sector pension schemes
In many cases, it’s best — financially — to go your separate ways
Intergenerational risk-sharing is a much-touted myth
Asset manager suggests a national lifetime savings plan
Analysts lay out the range of options at the chancellor’s disposal as Starmer warns of ‘decisions’ on the horizon
Large variations in income and security make it hard for many to plan properly for life after work
Placating wealthy foreigners could shift chancellor’s focus elsewhere, experts say
The gender gap in retirement savings is a problem for women around the world
The chancellor must be careful not to increase the damaging incentives in the tax system as she seeks sources of revenue
Gender gap persists as one in 10 women say they are cutting pension contributions to fund essential expenses
Higher interest rates and new rules push people back to retirement products with guaranteed incomes
Former minister warns of new group hit by potential underpayments
