Portfolio Clinic‘How do I protect my £2.6mn portfolio from inheritance tax?’Portfolio Clinic: Our reader has a diverse portfolio, but does the variety make it unmanageable? Holly McKechnie takes a look14 March 2025Save
Tax PlanningHMRC data shows stealth tax rises in actionMore people are paying higher taxes as thresholds remain frozen14 March 2025Save
Tax & Âé¶¹ÊÓÆµ Clinic‘Can I cut my tax bill by making clever use of pre-Budget losses?’Tax & Âé¶¹ÊÓÆµ Clinic: Our reader is wondering how losses are treated when offset against two different capital gains tax rates12 March 2025Save
Tax PlanningWhat to consider before investing in your child’s businessIntroducing a commercial element into a family relationship can be a recipe for disaster. We look at how you can protect yourself and your child 25 February 2025Save
Portfolio Clinic‘I’ve ditched my adviser – how do I invest my £800,000?’Portfolio Clinic: Our readers have long shied away from pensions, tax and investing but want to pick up the baton as they embark on retirement21 February 2025Save
Tax PlanningWhat to do when you inherit a portfolioHow to maximise the value of your inheritance alongside your existing investments18 February 2025Save
Tax Planning‘How can I reduce my £190,000 CGT bill?’Tax & Âé¶¹ÊÓÆµ Clinic: Our reader would like to give his portfolio a makeover, but faces a big tax liability17 February 2025Save
Tax PlanningIHT on pensions is becoming a bureaucratic nightmareSome families face a tax rate of up to 90 per cent 31 January 2025Save
Tax PlanningHow to calculate (and cut) your capital gains tax billWith CGT rules, the devil is in the detail: here are some examples and explanations to help you get it right27 January 2025Save
Tax PlanningThe 'golden' era of rental growth is overRents are growing at the slowest pace in four years, and landlords do not have much cause for celebration27 January 2025Save