Articles by Kaylie Pferten

Kaylie Pferten

Kaylie Pferten

A pilot of submersible crafts in a former life, now married to my husband David and writing about investment advice.

Early withdrawals from pension tax-free lump sums could cost savers up to £63,000
Personal Finance

Early withdrawals from pension tax-free lump sums could cost savers up to £63,000

According to new research, individuals over 55 who take their 25% pension tax-free lump sum early instead of investing it could end up 63...

Growing concerns about inheritance taxes and sticky inflation cause equity release to jump 4%
Investments

Growing concerns about inheritance taxes and sticky inflation cause equity release to jump 4%

Due to sticky inflation and impending changes to inheritance tax regulations, the amount of money being withdrawn through equity release ...

These reliable, growth-oriented stocks have been disregarded by international investors
Investment Advice

These reliable, growth-oriented stocks have been disregarded by international investors

The Nedgroup Investments Contrarian Value Equity Fund provides long-term investors with a definite alternative in the current climate of ...

UK property values increase as the market stabilizes ahead of the budget, according to the countrywide HPI
Investments

UK property values increase as the market stabilizes ahead of the budget, according to the countrywide HPI

As the market showed signs of resilience ahead of the Budget, house prices continued to rise in October. After rising by 0.5 perc...

Investors must prepare for a period of unpredictability and turmoil
Investment Advice

Investors must prepare for a period of unpredictability and turmoil

When positioning portfolios to account for these seismic shifts, investors must take into account a wide range of tools. In order...

If Reeves raises income tax, higher earners will be hit with a bill of pounds 377 Do you meet the Treasury's definition of "working people"?
Investment Advice

If Reeves raises income tax, higher earners will be hit with a bill of pounds 377 Do you meet the Treasury's definition of "working people"?

Prime Minister Keir Starmer appeared reluctant to rule out an increase in income taxes, so a tax increase that would affect workers, reti...

Is your unclaimed energy credit of 240 million pounds and your 1 point 9 million owed due?
Personal Finance

Is your unclaimed energy credit of 240 million pounds and your 1 point 9 million owed due?

Energy consumers are being encouraged by Ofgem to check if they are due a portion of 240 million in unclaimed credit. The regulat...

Could you fall into the 60 percent tax trap like more pensioners have?
Investment Advice

Could you fall into the 60 percent tax trap like more pensioners have?

We examine the reasons behind and strategies for avoiding the 60 percent tax trap. According to new data, nearly 80,000 pensioner...

"Rachel Reeves needs to ensure her legacy"
Investment Advice

"Rachel Reeves needs to ensure her legacy"

According to Kaylie Pferten, if she is running out of time, she could at least leave with some dignity. One thing about the budge...

Preview of the Magnificent Seven's earnings
Investment Advice

Preview of the Magnificent Seven's earnings

What can investors anticipate? Five tech megacap companies are reporting this week, marking the return of the Magnificent Seven e...

Reeves may restrict pension tax-free funds to £100,000 Experts advise retirees not to rush the budget
Personal Finance

Reeves may restrict pension tax-free funds to £100,000 Experts advise retirees not to rush the budget

However, retirees are being cautioned by wealth experts about making final decisions prior to the Budget. A Labour-aligned group,...

Is international trade back on track after the US and China agreed on a trade framework?
Investment Advice

Is international trade back on track after the US and China agreed on a trade framework?

Trade tensions between the United States and China seem to be decreasing, and later this week, the two biggest economies in the world may...