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Tax Planning

February 23, 2017
Reflect your aims and objectives in your strategy
Our reader wants his portfolio to cover retirement costs but should cut his emerging markets exposure to help achieve his aims
February 16, 2017
Government confirms pension-funded advice
Investors will be able to withdraw 拢1,500 tax-free from their pensions to fund retirement advice
February 16, 2017
Save money on your platform fees
You could be paying thousands more in administration fees than you need to by choosing the wrong platform
February 16, 2017
Cut your losses and spread your risk
Our reader needs to spread his assets more evenly and cut his losers
February 10, 2017
Judging January, rotating into growth and max from cash: PF podcast
Judging the January effect, rotating into growth and the max from cash
February 09, 2017
Challenger banks could earn you a better rate
Interest rates may be low but a number of new banks are offering better rates on cash
February 09, 2017
Don't trade away long-term gain
Our reader wants to achieve long-term growth but needs to stop making trading mistakes if he want to achieve this
February 02, 2017
When should you transfer a final-salary pension?
The risks of transferring out of a final-salary pension have recently been highlighted by the financial regulator, but there are instances when it might be worthwhile
February 02, 2017
Reassess your risk appetite and get real on returns
Our reader needs to be more realistic about risk and the kind of annual returns he could make
January 26, 2017
Split your pension the right way when you divorce
The age of divorcees is rising, meaning they have larger pension pots

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