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If you hold investments outside Isas and pensions, aim to limit your tax liability and reduce costs

One school of thought suggests large pots should be lower risk, to avoid huge falls in capital

HMRC suggests charging inheritors income tax even if their benefactor dies before 75

Higher interest rates grant an unloved asset class a new lease of life

Choosing the right type and using it effectively alongside other investments often makes a better financial plan

Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes

This reader's son would like to know if he has to make student loan repayments and where he should set up a pension

Leonora Walters explains why an inflation-linked annuity may not be the wisest choice

Some transfers are complicated, but there are steps you can take to speed things up

Buybacks have tripled in value since 2012 – but not everyone’s happy