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What next for the pension lifetime allowance?

With legislation on the LTA's abolition still incomplete and a new government on the horizon, it’s very hard for pensioners to make plans

‘I’ve gone into care – can I still make IHT-free gifts?’

Tax & Pensions Clinic: A reader’s family member is making regular gifts to nieces and nephews but is now worried about the tax status as her expenses increase

Top tips for your 2024 self-assessment tax return

As the deadline looms, make sure you declare all you need to while lowering your bill where you can

'Can I open a pension without a National Insurance number?'

It can be difficult for self-employed people who have moved to the UK

'How do I use a £500k pension to buy a bigger home?'

Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?

'Should I redeem my NS&I certificates?'

Tax & Pensions Clinic: Every time our reader has renewed their saving certificates, the terms have been less attractive

Inherited pensions could be taxed under new proposals

HMRC suggests charging inheritors income tax even if their benefactor dies before 75

Workplace pensions to invest billions in unlisted stocks

Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes

'My son is moving to Germany – can he save into a pension and Isa?'

This reader's son would like to know if he has to make student loan repayments and where he should set up a pension

'What do I need to prove my IHT-friendly gifts?'

A reader seeks clarity on how far back they should keep records of lifetime gifts