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Portfolio Clinic: A reader has plenty of income and assets as he nears retirement, but is it enough? Dave Baxter investigates
Longer life expectancy calls for innovation, but delaying when you can access your pension might not fix the issue
Cash now or income later? The pros and cons of drawing tax-free cash from a defined-benefit pension
Portfolio Clinic: Our reader’s investment strategy and buy-to-let plan are letting him down. But can he turn it around?
The end of the tax year is here, and it’s time to ensure you’re efficiently set up and taking advantage of everything you can
Here are the dos and don’ts to make sure you don’t pay 60 per cent tax or lose your pension
How to get the basics of investing right and grow your portfolio in a tax-efficient environment
Good news from the government means voluntary national insurance contributions could be a waste
From picking the wrong assets to ignoring tax, Holly McKechnie explains how to get it right from day one
Working out which tax-free account to use when can be complicated. We explain everything you need to know