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Tax Planning

April 12, 2017
Transfer your Isa the right way
It could be worth transferring your Isa to another provider to get a better deal, but make sure you don't fall foul of the rules
April 12, 2017
Preserving assets and mitigating risk
Our reader wants to pass his investments onto to his children so should mitigate IHT and reduce risk
April 12, 2017
Have you paid too much for pension freedom?
If you've made use of pension freedoms you might need to reclaim overpaid tax
April 07, 2017
How residence nil-rate band will cut your estate's IHT
A new tax allowance could reduce your estate's inheritance tax bill
April 06, 2017
Reassess your risk appetite and asset allocation
Our readers need to reassess their risk tolerance
April 03, 2017
Work out your future costs and don't fret about an ideal
Our reader wants to ensure she can fund care later in life, so should try to calculate how much she needs
March 31, 2017
Momentum investing and high-income fund launches: PF Podcast
How to invest using momentum strategies and whether to invest in new income funds in this week's free personal finance podcast
March 30, 2017
Minimise your tax before the financial year ends
Shelter your investments from tax and make the most of your tax-free allowances before the end of the financial year
March 23, 2017
How residential property is taxed
Robert Pullen of Blick Rothenberg explains the tax bills landlords can expect from HMRC
March 23, 2017
The risks and rewards of Lisa
The FCA has beefed up its risk warnings on the Lifetime Isa

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