ISAs and Pensions
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Dividend Tax Rates Have Gone Up: What the New 2026/27 Rates Mean for Investors Holding Shares Outside an ISA
Read more: Dividend Tax Rates Have Gone Up: What the New 2026/27 Rates Mean for Investors Holding Shares Outside an ISAFrom 6 April 2026, dividend tax rates rose by 2pp in the basic and higher rate bands. From April 2027, savings income tax rates rise too. What the new numbers actually mean for investors holding dividend-paying shares in a General Investment Account, and how the gap between in-ISA and out-of-ISA returns has widened.
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Pension Inheritance Tax 2027: UK Estate Planning Guide
Read more: Pension Inheritance Tax 2027: UK Estate Planning GuideFrom 6 April 2027, unspent UK pension pots fall into the IHT estate. What’s changing, who’s hit hardest, and the 6 planning moves to consider before the 2027 deadline.
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Index Funds vs. Mutual Funds (2026): Complete US & UK Guide for DIY Investors
Read more: Index Funds vs. Mutual Funds (2026): Complete US & UK Guide for DIY InvestorsShould you choose index funds or mutual / actively managed funds? This 2026 guide compares costs, platforms, and SPIVA performance data across both US and UK markets, with calculators in dollars and pounds, so DIY investors can pick the right approach for their accounts.
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