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Tax Planning
July 20, 2017
No worries
Two leading research teams are confident that equity investors will see further upside in 2017, but warn that conditions next year will be less benign
July 20, 2017
Barclays new platform maybe more expensive for larger portfolios
Several readers have contacted us about changes Barclays has made to its investment platform. We've investigated to help investors decide what they should do
July 13, 2017
Sterling's weak effects
Exchange rate moves have surprisingly small systematic effects upon UK equities
July 13, 2017
Pay less tax when taking income drawdown
Make sure you take income drawdown tax efficiently
July 10, 2017
Investing in unquoted companies - the personal tax issues
What to expect in terms of tax obligations when investing in off-market companies
July 06, 2017
How to manage volatility for good returns
Make sure your portfolio is set up to benefit from volatility
June 29, 2017
Calculate your cash needs and pay less for funds
Our readers need to forecast what cash flow they need in retirement
June 23, 2017
Mitigate CGT when you make a disposal
There are a number of ways to mitigate the capital gains tax incurred by a disposal
June 15, 2017
Improve your returns with some tax planning
Our reader needs to undertake some careful planning to ensure he doesn't breach his pensions lifetime allowance
June 15, 2017
How to invest when markets are high
Markets may be high, but that's not a reason to avoid them. Here's how to manage the risks
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