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Tax Planning

March 23, 2017
Covering a 拢10k care cost shortfall
Our reader needs to cover a 拢10,000 shortfall in the cost of care for his mother, but as her cash savings will more than cover this he could reduce the allocation to it
March 17, 2017
Use or lose the last 拢50k carry forward
This is the last year you can use the generous 2013-14 pensions carry forward
March 17, 2017
Chancellor U-turns on NICs increase for self-employed
The chancellor has scrapped a planned increase in national insurance contributions for the self-employed following a post-budget backlash
March 16, 2017
Don't fall foul of overseas pension transfer rules
If you're planning to retire in the sun, make sure you don't fall foul of the changes to qualifying recognised overseas pension schemes
March 16, 2017
Plan for tax and don't hoard so much cash
Our reader should consider reducing cash and do some tax planning
March 10, 2017
Dividend tax blow and selecting the best income: PF podcast
Budget tax blows, eeking out the best income and the merits of investing in your employer
March 10, 2017
Think before you SAYE yes to employee share schemes
Incentivised company share schemes allow you to buy shares in your employer on favourable terms, but these also carry some risks you should be aware of
March 09, 2017
Spring Budget 2017: Tax facts & calculator
Discover how the Budget affects your personal tax situation
March 09, 2017
Add some UK and US to your EM and Asia
Our reader should consider reducing his Asia and emerging markets exposure in favour of the UK and the US
March 08, 2017
Spring Budget 2017: Hammond hands tax rise to self-employed
The Chancellor introduced a rise in national insurance contributions for the self-employed at the Spring budget

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