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Tax Planning

August 18, 2016
Reduce and diversify to achieve your objective
Reducing the number of holdings and broadening his asset allocation could help our reader meet his goals
August 11, 2016
How the rate cut affects your money
What does the rate cut mean for your pension, savings and investments?
August 11, 2016
Overseas equity and fixed income could help meet your target
Adding fixed income and overseas equity could help our reader achieve his goal of 3-4 per cent income a year
August 05, 2016
Bubbling up
The small cap oil and gas stars to buy as oil bounces back
August 04, 2016
Cut your IHT bill and stay invested via a BPR portfolio
You can mitigate the IHT your descendants will have to pay by investing in tax-efficient portfolios
August 04, 2016
Beat inflation with a balanced portfolio
Our reader wants to beat inflation, but that doesn't mean he should cut some of his more defensive holdings
July 28, 2016
Cut inheritance tax with business relief investing
More people are being hit by inheritance tax, but you could protect your assets by investing for business relief
July 28, 2016
Combining growth with the need for liquidity
Our reader has a five-year timeframe in mind and wants to see fast capital growth
July 22, 2016
Don't pay too much tax on pension contributions
Higher-rate taxpayers need to check if they are owed money on bonus pension contributions and ensure they don't pay too much tax
July 22, 2016
Resilient real estate
How investors could profit by avoiding the post-referendum property panic

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