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Tax Planning
November 21, 2014
£15,000 income from an Isa: What happened next
In an update to a September 2014 Portfolio Clinic about taking income from a £250,000 Isa portfolio, we find out what the investor did next.
November 21, 2014
Tax-free peer-to-peer lending nearly a reality
Investors are closer to getting access to peer-to-peer lending in Isas and Sipps
November 21, 2014
Buy to let: locked out of london
Would-be landlords are being priced out of the capital’s property market – but with plenty of value on offer in the regions they shouldn’t be too concerned. Jonas Crosland reports
November 19, 2014
Where there’s a will, there could be a better way
The law on who inherits when you die changed on 1 October, meaning that even those with existing wills ought to rethink the way they are drafted
November 13, 2014
Should you ditch final salary for new pension freedoms?
Many people in gold-plated employer pensions will be tempted to transfer out to take advantage of new pension freedoms.
November 13, 2014
Financial advice fees 'drop' hides true picture
The hourly cost of financial advice may be lower but customers need to watch out for a host of hidden fees.
November 12, 2014
Peter's passive portfolio
An investor in his early 30s is relying heavily on low cost exchange traded funds to build up his pension
November 07, 2014
I want to draw 3 per cent from £450k at age 60
Our reader has an equity heavy investment portfolio but needs to put this in the context of his total wealth in order to make better decisions for his retirement.
November 06, 2014
Islamic finance gets competitive
New products are attracting non-Muslim investors to the world of Islamic finance
October 31, 2014
75-year-old aims to minimise inheritance tax
Our reader wants to generate income from his investments but also leave a legacy to his children and grandchildren
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