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Â鶹ÊÓƵ and Tax
April 16, 2024
What next for the pension lifetime allowance?
With legislation on the LTA's abolition still incomplete and a new government on the horizon, it’s very hard for pensioners to make plans
January 09, 2024
Top tips for your 2024 self-assessment tax return
As the deadline looms, make sure you declare all you need to while lowering your bill where you can
October 25, 2023
Pension calculator – is your pension on track?
How much might your pension pay out? Find out with our free online pension calculator
September 26, 2023
Why you shouldn't load up your pension to avoid inheritance tax
Annual limits and lack of drawdown options mean other routes should be considered
August 11, 2023
'How do I use a £500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
July 20, 2023
Inherited pensions could be taxed under new proposals
HMRC suggests charging inheritors income tax even if their benefactor dies before 75
July 10, 2023
Workplace pensions to invest billions in unlisted stocks
Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
April 11, 2023
'Can I retire at 65 and have £30,000 a year?'
Portfolio Clinic: Our reader wants to know whether he has enough to get married, buy a home and retire
April 04, 2023
Every tax change happening this week – and how to beat them
The new tax year brings good and bad news for savers and investors
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