Tax PlanningDon't panic about the Hargreaves Lansdown takeoverThere is no immediate reason to transfer your portfolio elsewhere, but the platform has a lot to improve20 August 2024Save
Tax PlanningWhat to do when you inherit a propertySelling is straightforward and tax efficient, but it's important to factor in emotional considerations and how they can best be managed14 August 2024Save
Tax PlanningRate cut could spell trouble for annuitiesExperts think annuity rates will start coming down in the wake of the first Bank of England rate cut14 August 2024Save
Tax PlanningGet ready for Premium Bond and savings rates cutsSavers should review their accounts before rate cuts take the best deals off the market13 August 2024Save
Tax PlanningLabour's looking at IHT – but we're already paying record amountsInvestors may want to consider how potential tax rises in the October Budget could affect their finances 9 August 2024Save
Tax PlanningSmart ways to beat Labour's private school fees taxWith private school fees set to increase, we look at the best options to fund them6 August 2024Save
Tax PlanningFrom blame to pain: What a tax grab could look likeAfter the blame, now comes the pain1 August 2024Save
Tax PlanningCare costs planning is now that little bit harderThe scrapping of social care reforms further emphasises the need to think about care costs in advance1 August 2024Save
Pensions & RetirementHow to protect your finances when getting divorcedSplitting matrimonial assets can be complicated, but ensuring you get the right financial settlement is essential to your financial future 29 July 2024Save
Pensions & Retirement'I'm now in charge of my £860,000 portfolio – can I retire at 60?'Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation26 July 2024Save