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Tax Planning
September 18, 2014
Best short-term homes for a large cash lump sum
Three experts disagree on where an IC reader should put £150,000 for six months
September 12, 2014
Isa portfolio needs focus on allocation
This investor in his 30s needs to establish an asset allocation model for his individual savings account to avoid duplication of investments
September 11, 2014
How to find IHT-exempt Aim companies
Investors who want to buy Aim-traded companies to avoid paying inheritance tax can benefit from a new service.
September 10, 2014
Protect your portfolio ahead of Scottish referendum
You might want to make sure your overseas investments are not 'hedged' to sterling.
September 08, 2014
I’ve made my first £100 from investing, what next?
Tips for people in the early stages of investing from Katie Morley, who has herself been saving into a stocks & shares Isa for six months.
September 05, 2014
Annuity dilemma and individual share portfolio tidy
Our reader is approaching retirement and considering buying an annuity with his pension savings. But he also needs to rationalise his individual share portfolio to get the most out of it.
September 04, 2014
What to do with surplus pension in retirement
Retirees with generous defined benefits pensions might prefer to leave additional pensions money to grow, rather than spend it. But they need to know the tax rules
September 03, 2014
Tracker fund price war benefits investors
But you still need to choose your tracker fund carefully and avoid hefty platform fees.
August 29, 2014
Getting ready for retirement in the UK
Our reader hopes to retire in five years, so to be able to finance this, our experts suggest he diversifies his portfolio and increases the risk/return profile.
August 28, 2014
How to invest in your child's business
More young people are setting up their own businesses - many with financial help from parents and grandparents. But be careful when investing in your children.
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