Tax Planning‘Can I pass my inheritance tax allowance to my wife?’This reader wants to make sure his wife and dependents benefit from the full £1mn tax-free allowance28 April 2023Save
Tax PlanningTax-efficient gifting is more important than everInflation is making us poorer, but we can be smart about it when passing on assets26 April 2023Save
Pensions & RetirementLabour fears hold investors back from using new pension rulesSavers not confident new pensions lifetime allowance rules will come to fruition21 April 2023Save
Tax PlanningHow to keep your savings safeThere are ways to ensure you are always protected20 April 2023Save
Tax Planning'What do I need to prove my IHT-friendly gifts?'A reader seeks clarity on how far back they should keep records of lifetime gifts17 April 2023Save
Tax PlanningIt could be time to buy back into Scottish MortgageHedge funds are closing short positions, a sign Britain's most popular investment trust is nearing its bottom30 March 2023Save
Tax PlanningWho should I nominate as my Sipp beneficiaries?This investor wants to ensure that his Sipp passes to his family without extra tax23 March 2023Save
Tax PlanningDividends are nice but are they always best?Dividends are excellent for investment trust shareholders, but let’s not forget about growth and liquidity 14 March 2023Save
Pensions & RetirementWhat to expect from the Spring Budget 2023Chancellor Jeremy Hunt will announce his first Budget on March 156 March 2023Save
Pensions & Retirement'Can you use a pension to pay an inheritance tax bill?'Tax & Pensions Clinic: Our reader's father-in-law wants to pay his estate's IHT bill using a Sipp6 March 2023Save
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