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Tax Planning
December 30, 2024
‘Will I have to pay CGT on the flat I want to gift my daughter?’
Tax & Â鶹ÊÓƵ Clinic: Our reader bought a flat for his daughter years ago and worries about his capital gains tax liability
December 27, 2024
‘My IHT plans are in tatters after Labour’s Budget – what do I do?’
Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too
December 18, 2024
Pension confusion as HMRC blocks lump sum returns
HMRC says savers cannot return lump sums to pension pots, in blow to those who gambled on Budget changes
December 16, 2024
The buy-to-let struggle is bigger than it seems
More landlords than ever want to sell, which is understandable in the current environment
December 09, 2024
Separation and your finances: a guide for cohabiting couples
Navigating a break-up is tricky enough without disputes over money. Here's how cohabiting couples can future-proof their finances
November 27, 2024
How to protect yourself before you can't manage your finances
If you were to lose the mental or physical capability to look after your money, who could step in?
November 25, 2024
'Can I use my pension now the lifetime allowance has gone?'
Tax & Â鶹ÊÓƵ Clinic: Our reader has a large pot but would like to add more. Will he incur a tax charge?
November 18, 2024
How to save tax when selling your business
Following Labour's Budget, Selling and passing on your business will attract higher taxes
November 12, 2024
Aim shares in pensions could lose IHT benefits
Â鶹ÊÓƵ could be subject to the full inheritance tax, regardless of where they are invested
November 07, 2024
Post-Budget financial planning dos and don'ts
And other post-Budget dos and don’ts
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