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Tax tips for the new tax year
5 minutes
Tax‑efficient saving and investing: Your guide for the 2026/27 tax year
A new tax year means new tax allowances. Maximising your annual allowances at the start of the tax year – rather than at the end – can give your savings and investments more time to grow. Each pound you save in tax is a pound you can allocate to your savings and investments, which can in turn compound to build your wealth.
6 minutes
Tax-efficient planning explained: Making the most of every pound
The UK tax landscape is shifting once again, and many people are reassessing what it means for their financial plans. In our recent webinar, Personal Finance Senior Manager Myron Jobson, and Financial Planning Divisional Lead Olly Cheng, explored the changes that could affect your personal finances and why thoughtful, early planning can make a meaningful difference.
4 minutes
What’s more tax-efficient: paying your bonus into your pension or overpaying your mortgage?
As bonus season approaches, many people start thinking about the best way to put that extra income to work. A common question is whether it’s better to use a bonus to reduce a mortgage or to boost a pension. With interest rates having eased from recent highs, and with long‑term planning front-of-mind for many households, it’s a timely moment to revisit the trade‑offs.
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