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Tanya Jefferies

London

Investment and Pensions Editor at This is Money

Investment and pensions editor

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Articles

  • Will your family fritter away their inheritance? They're likely to be more careful than you think...

    3 days ago | thisismoney.co.uk | Tanya Jefferies

    The chances are your family would act responsibly with a large inheritance, new research shows. More than half of people surveyed claim they would save at least some of the money left to them by loved ones. Decisions like investing, paying off a mortgage and other debts and boosting a pension are also popular - while spending an inheritance on 'fun' comes in seventh on the list.

  • How much money will YOU retire on? Use this simple calculation to find out (and it's good news for lower earners!)

    3 days ago | dailymail.co.uk | Tanya Jefferies

    Did you know there is a simple calculation you can do to see how much money you will need to live well in retirement? It’s based on a number you will already know – the amount you currently earn every year. Using that, you can work out the annual amount to aim for to replace your income and meet your needs comfortably when you retire. The best bit is that this number will be personal to you and will reflect your own lifestyle.

  • Worried about inheritance tax on your pension? Don't let a scammer take advantage

    5 days ago | msn.com | Tanya Jefferies

    Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.

  • Worried about inheritance tax on your pension? Don't let a scammer take advantage

    5 days ago | thisismoney.co.uk | Tanya Jefferies

    People anxious about a future inheritance tax hit on pensions should stay on guard against scammers offering easy and appealing fixes, a finance expert has warned. Money remaining in pension pots is going to become liable for death duties like other assets, such as property, savings and investments starting in spring 2027.

  • Would you lend the government your savings for a 5.3% return?

    6 days ago | msn.com | Tanya Jefferies

    Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.

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Tanya Jefferies
Tanya Jefferies @Tanya_Jefferies
20 Nov 24

How to beat a private parking ticket: Retired judge STEPHEN GOLD reveals 12 ways to beat an unfair car park charge https://t.co/FWK7cxou7T

Tanya Jefferies
Tanya Jefferies @Tanya_Jefferies
18 Nov 24

I last paid into my pension over seven years ago: Will it be free of inheritance tax? STEVE WEBB replies https://t.co/VZq1AyO6OR

Tanya Jefferies
Tanya Jefferies @Tanya_Jefferies
15 Nov 24

I had to abandon my family home with my children 13 years ago - why do I now face a massive CGT bill? @HeatherDexterR1 replies https://t.co/dsm54PrFEJ