Âé¶¹ÊÓÆµ & RetirementWhat 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 plans16 April 2024Save
Tax Planning‘I’ve gone into care – can I still make IHT-free gifts?’Tax & Âé¶¹ÊÓÆµ Clinic: A reader’s family member is making regular gifts to nieces and nephews but is now worried about the tax status as her expenses increase26 February 2024Save
Âé¶¹ÊÓÆµ & RetirementTop tips for your 2024 self-assessment tax returnAs the deadline looms, make sure you declare all you need to while lowering your bill where you can9 January 2024Save
Âé¶¹ÊÓÆµ & Retirement'Can I open a pension without a National Insurance number?'It can be difficult for self-employed people who have moved to the UK14 August 2023Save
Âé¶¹ÊÓÆµ & Retirement'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?11 August 2023Save
Tax Planning'Should I redeem my NS&I certificates?'Tax & Âé¶¹ÊÓÆµ Clinic: Every time our reader has renewed their saving certificates, the terms have been less attractive31 July 2023Save
Âé¶¹ÊÓÆµ & RetirementInherited pensions could be taxed under new proposalsHMRC suggests charging inheritors income tax even if their benefactor dies before 7520 July 2023Save
Âé¶¹ÊÓÆµ & RetirementWorkplace pensions to invest billions in unlisted stocksNine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes10 July 2023Save
Âé¶¹ÊÓÆµ & Retirement'My son is moving to Germany – can he save into a pension and Isa?'This reader's son would like to know if he has to make student loan repayments and where he should set up a pension19 June 2023Save
Tax Planning'What do I need to prove my IHT-friendly gifts?'A reader seeks clarity on how far back they should keep records of lifetime gifts17 April 2023Save