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Tax Planning

April 29, 2014
Five-month wait to transfer brokers: your questions answered
Investors all over the country face agonising waits as their investments are held in limbo while they are transferred from one broker to another. Here we offer some handy advice if you are one of them.
April 25, 2014
Selftrade attempts to freeze client assets unfairly
Selftrade clients who refuse to complete an instrusive questionnaire cannot transfer their money out
April 25, 2014
Global income investors face shortfall of 3.3 per cent
Income investors around the world have shown unrealistic expectations in the last year.
April 25, 2014
Selftrade clients shocked by 'intrusive' questionnaire
The execution-only broker asks clients to reveal the source of their wealth as it seeks to meet money laundering regulations.
April 25, 2014
Investment trust Isa needs more diversification
Our reader has packed his individual savings account with investment trusts, but has missed some key areas
April 22, 2014
10 ways to cut the burden of CGT
With careful financial planning you can reduce or eliminate capital gains tax
April 17, 2014
Can I use flexible drawdown to boost my wife鈥檚 pension?
An IC reader has spotted a way that he and his wife can boost their investments and save on tax
April 15, 2014
Building a high growth Isa
Our reader is aiming for high capital growth but should try to avoid incurring high fees
April 14, 2014
Investors switching brokers face wait of up to five months
Savvy investors switching to the cheapest broker are being forced to endure agonisingly long waiting periods, during which time their investments cannot be traded
April 11, 2014
Would you be better off buying extra state pension or investing?
From April 2016, those over age 65 will be able to buy up to 拢25 a week in extra state pension. We look at whether you'd be better off investing the money in the stock market instead.

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