Pensions & RetirementWhat does HMRC mean by gifts from 'surplus income'?A reader seeks guidance on how to avoid falling foul of HMRC rulesSave21 July 2022
Pensions & RetirementWill I fall foul of the PET rules?A reader has questions about how the rules on potentially exempt gifts are appliedSave14 July 2022
Pensions & RetirementCan I avoid the age 75 pension test?A reader has Enhanced Protection: does this mean the at age 75 test has no relevance for him?Save9 June 2022
Pensions & RetirementShould I make additional contributions to my State Pension?A reader asks if the additional contributions would pay for themselvesSave5 May 2022
Pensions & RetirementHow much more tax free cash can I take?Kay Ingram helps a reader work out how much tax free cash they are entitled to takeSave20 April 2022
Pensions & RetirementShould we make our grandson a beneficiary of a Sipp?What do Sipp investors need to consider when selecting potential beneficiaries for their pension pots?Save6 April 2022
Pensions & RetirementHow will an LTA charge affect my monthly pension payments?A reader asks whether taking their private pension will jeopardise other incomeSave31 March 2022
Pensions & RetirementAre you ready for the end of the tax year?As inflation starts to bite, make sure you have optimised your tax planning before the tax year endsSave22 March 2022
Tax PlanningHow much will tax relief reduce my EIS losses? How can tax relief relieve the blow of losses in young companies?Save16 March 2022
Pensions & RetirementIs the real rate of the Lifetime Allowance charge higher than 55 per cent?A reader is puzzled by how the Lifetime Allowance charge is appliedSave7 March 2022
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