Pensions & RetirementHow to make sure your pension is big enough to lastThe cost of living is rising and savers could be vastly underestimating how much they needSave25 January 2023
Pensions & Retirement'How much tax will I pay on my state pension lump sum?'Those who reached state pension age before 2016 can claim a lump sum, but this comes with different tax rulesSave16 January 2023
Pensions & RetirementHow to take your pension tax-free lump sumTaking tax-free cash in instalments can be more efficientSave12 January 2023
Tax PlanningHow will our properties be taxed if we sell them?These investors are deciding whether to sell their main home and holiday letSave14 December 2022
Tax PlanningHow do I notify HMRC of lifetime gifts?This investor has given his two children money to buy homesSave24 November 2022
Tax PlanningCan our estates benefit from the residence nil-rate band?These investors want to leave their home to their children and offset any IHT due against the residence nil-rate bandSave10 November 2022
Pensions & RetirementCan I pass my pension to my grandchildren IHT-free?This investor hopes to pass his pensions to his grandchildren tax-freeSave25 October 2022
Pensions & RetirementDo I have to pay tax on my offshore pension?This investor would like to know if withdrawals from a Jersey pension are taxableSave18 October 2022
Pensions & RetirementDo our wills need to be clearer?A reader asks how he can ensure that the family home passes tax-free to his son Save6 October 2022
Pensions & RetirementDoes the seven-year rule apply to jointly gifted assets?A reader seeks guidance on a finer point of inheritance taxationSave5 August 2022
