We kick off discussing the key personal finance and tax changes that will come into force in 2026. Among the topics discussed by Kyle and interactive investor’s personal finance editor Craig Rickman are ‘fiscal drag’, the state pension, dividend tax increases, and inheritance tax (IHT) changes to AIM shares. The duo also share their thoughts on big changes taking effect from April 2027, namely the cut in the cash ISA allowance and unspent pensions no longer being exempt from IHT.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

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Key changes impacting your money in 2026 and beyond

On The Money

Key changes impacting your money in 2026 and beyond