Tanya Jefferies

Pension savers could unwittingly lose out on tens or even hundreds of thousands of pounds if they allow their fund to be 'lifestyled' in the run-up to retirement, new analysis reveals.

The Government plans to let older people off paying income tax if their 'only income is the full new or basic state pension without any increments' - but details are still pending.

People who put off taking the state pension and so get higher payments are among those set to be excluded from a new income tax 'waiver' for poorer pensioners.

My son wants to ensure his larger contribution is taken into account if the relationship breaks down, if he dies first or the property is sold.

A race is under way to hand cash and other assets to younger generations ahead of a new inheritance tax levy on unspent pensions.

She has not put her name on the deeds yet, as her father said wait till he dies then she will be able to change the whole thing at once.

When his partner dies will we be entitled to some of his money and property? We are not sure what's in her will. She still lives in the house. They weren't married.

The 15-year freeze on the threshold at which state help with care fees starts is costing families an extra £12,400 of their own money, a study has found.

The £23,250 floor for assets you need to hold before funding kicks in would be over £35,600 now if revised in line with inflation since 2010-11, says King's Fund.

The full-rate state pension is on course to top £13,000 a year, busting the basic-rate income tax threshold of £12,570 a year.