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.

Demand a larger allocation of default pension funds to UK stocks
Personal Finance

Demand a larger allocation of default pension funds to UK stocks

In an effort to stop the London stock market's decline, a capital markets think tank is recommending that default pension funds allocate ...

Avoid pension pitfalls as panic is sparked by budget rumors
Personal Finance

Avoid pension pitfalls as panic is sparked by budget rumors

You should steer clear of these pension pitfalls. The budget rumor mill began to spin early this year, and since the fiscal event...

How does Hargreaves Lansdown's first cash ISA compare?
Personal Finance

How does Hargreaves Lansdown's first cash ISA compare?

In comparison to other products, how does the interest rate compare? Hargreaves Lansdown, the largest investment platform in Brit...

Does switching to a default pension fund make sense?
Personal Finance

Does switching to a default pension fund make sense?

Almost all employees must be enrolled in a workplace pension plan by their employers as soon as they begin working; this process is calle...

As millions prepare for unforeseen tax bills, a straightforward assessment is explained
Personal Finance

As millions prepare for unforeseen tax bills, a straightforward assessment is explained

For you, this is what it means. Under the taxman's simple assessment system, millions of savers and pensioners might have receive...

Bitcoin "has become the internet's reserve asset"
Investment Advice

Bitcoin "has become the internet's reserve asset"

The London Stock Exchange will list Bitcoin exchange-traded notes (ETNs) for retail investors in the UK on October 8. In 2020, th...

Is it possible that the House of Lords will influence the government's position on contentious inheritance tax reforms?
Investment Advice

Is it possible that the House of Lords will influence the government's position on contentious inheritance tax reforms?

The controversial inheritance tax reforms implemented by the government will be examined by the House of Lords. In her 2024 Autum...

There is a catch when Barclays offers ISAs a £500 cashback offer
Personal Finance

There is a catch when Barclays offers ISAs a £500 cashback offer

In order to fully benefit from Barclays' cash ISA offerings, savers must have a substantial amount of money. There is a catch to ...

Remember these important October self-assessment tax return deadlines to prevent a surprise bill
Personal Finance

Remember these important October self-assessment tax return deadlines to prevent a surprise bill

October is a crucial month for taxes; forget about Halloween or the clocks going back. In October, there are two important tax da...

With their £250,000 pensions, thousands of savers choose cash over tax-free funds and worry about IHT
Personal Finance

With their £250,000 pensions, thousands of savers choose cash over tax-free funds and worry about IHT

According to new data, thousands of older adults with larger pensions have taken money out of their pots since Labour came to power becau...

The state pension may increase by £560 next year, which would result in the first pensioner tax in 2027
Personal Finance

The state pension may increase by £560 next year, which would result in the first pensioner tax in 2027

Next April, the full new state pension is expected to rise by just over $560 annually, marking the beginning of a new era in which pensio...

Is your family at risk of receiving an unexpected tax bill? How to inform your loved ones
Personal Finance

Is your family at risk of receiving an unexpected tax bill? How to inform your loved ones

Even with careful and well-crafted retirement and inheritance plans, if you leave your family in the dark, they may have unforeseen expen...