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Financial Planning

Top Stories

Capital gains tax needs to increase, think tank warns
October 07

Capital gains tax needs to increase, think tank warns

Institute of Fiscal Studies says the whole tax needs reform as it currently discourages investment
How to prepare your finances for the 2024 Autumn Budget
September 24

How to prepare your finances for the 2024 Autumn Budget

In the run-up to the 30 October Budget, here are some practical steps you can take to protect your assets
‘I've filled up my Isa and pension – where else can I save?’
October 07

‘I've filled up my Isa and pension – where else can I save?’

Tax & Â鶹ÊÓƵ Clinic: Our reader is wondering whether he should use a general investment account after exhausting his pension
The IC’s guide to Isas 2024
March 14

The IC’s guide to Isas 2024

This year’s report includes brand-new investment ideas, tips on how to get the most out of your tax-efficient account and the best savings rates and providers to use
How to make up a pension shortfall
October 01

How to make up a pension shortfall

Women are especially likely to have to take breaks from saving and investing, but there are ways to mitigate the impact of taking time off
‘My wife’s care costs will increase by £40,000 – what do I do?’
October 04

‘My wife’s care costs will increase by £40,000 – what do I do?’

Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is paralysing him

Â鶹ÊÓƵ & Retirement

‘I've filled up my Isa and pension – where else can I save?’
October 07

‘I've filled up my Isa and pension – where else can I save?’

Tax & Â鶹ÊÓƵ Clinic: Our reader is wondering whether he should use a general investment account after exhausting his pension
‘My wife’s care costs will increase by £40,000 – what do I do?’
October 04

‘My wife’s care costs will increase by £40,000 – what do I do?’

Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is paralysing him
The best ways to invest for your children
October 03

The best ways to invest for your children

How to grow and manage a nest egg for a family’s youngest members
How to make up a pension shortfall
October 01

How to make up a pension shortfall

Women are especially likely to have to take breaks from saving and investing, but there are ways to mitigate the impact of taking time off
Explore Â鶹ÊÓƵ & Retirement

ISAs

The best ways to invest for your children
October 03

The best ways to invest for your children

How to grow and manage a nest egg for a family’s youngest members
'How do I get £45,000 a year from my investments?'
September 20

'How do I get £45,000 a year from my investments?'

Portfolio Clinic: After a frugal start to retirement, our reader has inherited a lump sum and wants to invest it for a healthier income
Robinhood and Freetrade launch share lending: is it worth it?
September 16

Robinhood and Freetrade launch share lending: is it worth it?

Share lending can earn investors a little extra but there are plenty of downsides to consider
The best Isas and pensions to buy overseas shares
September 10

The best Isas and pensions to buy overseas shares

Investors should compare dealing charges and foreign exchange fees when choosing a platform to invest internationally
What investors can do with takeover cash: Lee and the IC
September 10

What investors can do with takeover cash: Lee and the IC

Lord Lee returns for another season to discuss his portfolio, his thoughts on boardroom holdings and what the new UK government means for investors
'Will our £3.5mn portfolio last us through retirement?'
September 06

'Will our £3.5mn portfolio last us through retirement?'

Portfolio Clinic: Our reader has retired early and wants to know if his current strategy will see him through. Holly McKechnie finds out if he's set for success
Explore ISAs

Tax Planning

‘I've filled up my Isa and pension – where else can I save?’
October 07

‘I've filled up my Isa and pension – where else can I save?’

Tax & Â鶹ÊÓƵ Clinic: Our reader is wondering whether he should use a general investment account after exhausting his pension
Capital gains tax needs to increase, think tank warns
October 07

Capital gains tax needs to increase, think tank warns

Institute of Fiscal Studies says the whole tax needs reform as it currently discourages investment
‘My wife’s care costs will increase by £40,000 – what do I do?’
October 04

‘My wife’s care costs will increase by £40,000 – what do I do?’

Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is paralysing him
The best ways to invest for your children
October 03

The best ways to invest for your children

How to grow and manage a nest egg for a family’s youngest members
October 02

Fears over the Aim inheritance tax perk are overblown

Ideas Farm: In its protests over an unjustifiable tax break, the City risks talking the junior market down
Author Image
October 02

Why it might be time to sell your holiday let

Holiday lets will receive the same tax treatment as other rentals, making them less attractive
Author Image
Explore Tax Planning

Portfolio Clinic

‘My wife’s care costs will increase by £40,000 – what do I do?’
October 04

‘My wife’s care costs will increase by £40,000 – what do I do?’

Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is paralysing him
'Should we invest £135,000 or pay down debt?'
September 27

'Should we invest £135,000 or pay down debt?'

Portfolio Clinic: Our reader wants a comfortable lifestyle in later life but needs a clear plan to make the most of his money. Holly McKechnie helps him figure it out
'How do I get £45,000 a year from my investments?'
September 20

'How do I get £45,000 a year from my investments?'

Portfolio Clinic: After a frugal start to retirement, our reader has inherited a lump sum and wants to invest it for a healthier income
'I have £313,000 and am ready to take risks – how should I invest?'
September 13

'I have £313,000 and am ready to take risks – how should I invest?'

Portfolio Clinic: This reader has a chunky portfolio but wonders if he's on the right track. Dave Baxter finds out
'Will our £3.5mn portfolio last us through retirement?'
September 06

'Will our £3.5mn portfolio last us through retirement?'

Portfolio Clinic: Our reader has retired early and wants to know if his current strategy will see him through. Holly McKechnie finds out if he's set for success
‘My £134,000 portfolio is utterly disorganised – what do I do?’
August 30

‘My £134,000 portfolio is utterly disorganised – what do I do?’

Portfolio Clinic: Our reader has only been investing for a few years and fears she is getting it all wrong. Val Cipriani looks at how to add structure to her portfolio
Explore Portfolio Clinic
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