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Tax Planning
April 17, 2023
'What do I need to prove my IHT-friendly gifts?'
A reader seeks clarity on how far back they should keep records of lifetime gifts
March 30, 2023
It could be time to buy back into Scottish Mortgage
Hedge funds are closing short positions, a sign Britain's most popular investment trust is nearing its bottom
March 23, 2023
Who should I nominate as my Sipp beneficiaries?
This investor wants to ensure that his Sipp passes to his family without extra tax
March 14, 2023
Dividends are nice but are they always best?
Dividends are excellent for investment trust shareholders, but let’s not forget about growth and liquidity
March 06, 2023
What to expect from the Spring Budget 2023
Chancellor Jeremy Hunt will announce his first Budget on March 15
March 06, 2023
'Can you use a pension to pay an inheritance tax bill?'
Tax & Â鶹ÊÓƵ Clinic: Our reader's father-in-law wants to pay his estate's IHT bill using a Sipp
February 28, 2023
Clever ways to drop down a tax band
Tax rises are coming in April but there are ways to cut how much you owe
February 28, 2023
'How are couples taxed on jointly held buy-to-lets?'
If both spouses are named on a property’s title deeds the income is deemed to be split 50:50
February 21, 2023
How to tempt over-50s back to work
Jeremy Hunt should look at pension allowances to make returning to work worthwhile
February 20, 2023
When investing beats paying off your mortgage
Mortgage rates have shot up, but investing still wins out in most scenarios
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