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Tax Planning

January 26, 2017
Create your own dividends as well as taking natural yield
Our reader wants to generate a yield of 3 per cent but should also consider getting an income by selling holdings
January 19, 2017
Make a sweet start to investing
The sooner you start investing the better, so see how to get started at sweet 16
January 19, 2017
Reduce your risk and rotate towards income
A married couple have a target income of about 4 per cent, so they should skew their portfolio to more defensive income investments
January 12, 2017
If you want extra 'old' state pension act fast
If you don't qualify for the new state pension you may be able to buy extra income - but this option won't be available for much longer
January 12, 2017
Look beyond equities
Our reader wants to supplement his retirement income and save for his children, but needs to look beyond equities to achieve his goals
January 12, 2017
The cost of foreign currency-denominated shares and ETFs
Shares and ETFs denominated in foreign currencies won't make extra returns, but might rack up extra charges
January 05, 2017
Ten tips to get your portfolio into winning shape
We set out the top 10 ways to get your portfolio fighting fit and ready to reap returns in 2017
January 05, 2017
Getting a better balance to boost retirement income
Our reader should consider reducing his equity weighting to better align the portfolio with his risk profile
December 30, 2016
Alliance Trust Savings raises investment account fees
Alliance Trust Savings has increased account management fees for Isas and Sipps, but reduced online dealing costs
December 30, 2016
Exit penalty reprieve for first year of Lifetime Isa
The government will scrap exit penalties during the first year of the Lifetime Isa

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