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Everything you need to know about IHT and gifting

How do gifting records for married couples work? And what gifts out of income are free of tax? You asked, our experts answer

‘Can I retire in 10 years with a £60,000 income?’

Portfolio Clinic: Our reader has prioritised pensions over Isas and says ‘pure luck’ has helped grow his investments. But is his strategy actually working wonders? Taha Lokhandwala finds out

How to contest a will 

If you are concerned about the contents of a will, you might be able to overturn it 

‘My daughter lives in France – how will her portfolio be taxed?’

Tax & Â鶹ÊÓƵ Clinic: Our reader helps run his daughter’s portfolio, but is unsure how Isas and CGT work when you live abroad

‘I’m losing my pension allowance – how do I save for retirement?’

Portfolio Clinic: This reader has a good salary and cash to invest but needs to find the best tax and investment strategy. Holly McKechnie takes a look

‘How do I sell my parents’ investments tax efficiently?’

Tax & Â鶹ÊÓƵ Clinic: Our reader has questions around CGT, onshore bonds and inherited Isas

Savings rates hit two-year low as NS&I cuts Premium Bonds

It could be a good time to lock in a fixed rate for your cash – or look at bonds

Tax reforms drive investors to family investment companies 

Should a family investment company be part of your estate planning arsenal?

How to not fall foul of inheritance tax-gifting rules

HMRC runs checks, and your executors will have a lot of admin to do – here’s how you can help them out

How to plan for the unexpected

Life is full of surprises, and your financial plan should prepare you for contingencies