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Financial Planning

Top Stories

The most common pension mistakes – and how to avoid them
March 18

The most common pension mistakes – and how to avoid them

From picking the wrong assets to ignoring tax, Holly McKechnie explains how to get it right from day one
How to make the most of salary sacrifice
March 03

How to make the most of salary sacrifice

The arrangements can be very tax efficient but it's vital you understand all the consequences
‘My children inherited £300,000 – how should I invest it?’
March 07

‘My children inherited £300,000 – how should I invest it?’

Portfolio Clinic: Our reader’s children are in a very fortunate position, but there are some important decisions to make
‘Can I cut my tax bill by making clever use of pre-Budget losses?’
March 12

‘Can I cut my tax bill by making clever use of pre-Budget losses?’

Tax & Pensions Clinic: Our reader is wondering how losses are treated with two different capital gains tax rates
How to cut the financial burden of caring
March 11

How to cut the financial burden of caring

Women often take time off work to care for children and elderly relatives, affecting their ability to save and invest
How to make the most of your Isa
March 13

How to make the most of your Isa

The IC team explain everything there is to know about Britain’s favourite savings account, with tips and guides on how to invest and supercharge your wealth

ISAs

Five hacks to boost your Isa
March 19

Five hacks to boost your Isa

With Isa season upon us, the Investors’ Chronicle team pick the best strategies, funds and tips to lift your savings
How to make the most of your Isa
March 13

How to make the most of your Isa

The IC team explain everything there is to know about Britain’s favourite savings account, with tips and guides on how to invest and supercharge your wealth
The Isa questions you’re too afraid to ask
March 13

The Isa questions you’re too afraid to ask

From transfers to innovative Isas, we address common queries about Britain’s favourite tax wrapper
The best stocks-and-shares Isas to use
March 13

The best stocks-and-shares Isas to use

There are a few aspects to consider when picking the right provider. We explain how to find the right one for you
The best cash Isas to use
March 13

The best cash Isas to use

With the fate of cash Isas subject to speculation, now could be a good time to take advantage
How to invest your Isa
March 13

How to invest your Isa

We explain how to find the right compromise between your goals, how much risk you can take and the types of investments you can own
Explore ISAs

Tax Planning

Five hacks to boost your Isa
March 19

Five hacks to boost your Isa

With Isa season upon us, the Investors’ Chronicle team pick the best strategies, funds and tips to lift your savings
The most common pension mistakes – and how to avoid them
March 18

The most common pension mistakes – and how to avoid them

From picking the wrong assets to ignoring tax, Holly McKechnie explains how to get it right from day one
‘How do I protect my £2.6mn portfolio from inheritance tax?’
March 14

‘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 look
HMRC data shows stealth tax rises in action
March 14

HMRC data shows stealth tax rises in action

More people are paying higher taxes as thresholds remain frozen
‘Can I cut my tax bill by making clever use of pre-Budget losses?’
March 12

‘Can I cut my tax bill by making clever use of pre-Budget losses?’

Tax & Pensions Clinic: Our reader is wondering how losses are treated with two different capital gains tax rates
What to consider before investing in your child’s business
February 25

What to consider before investing in your child’s business

Introducing a commercial element into a family relationship can be a recipe for disaster. We look at how you can protect yourself and your child
Explore Tax Planning

Portfolio Clinic

‘How do I protect my £2.6mn portfolio from inheritance tax?’
March 14

‘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 look
‘My children inherited £300,000 – how should I invest it?’
March 07

‘My children inherited £300,000 – how should I invest it?’

Portfolio Clinic: Our reader’s children are in a very fortunate position, but there are some important decisions to make
'Will my stocks portfolio give me a 5% yield?'
February 28

'Will my stocks portfolio give me a 5% yield?'

Portfolio Clinic: An experienced stockpicker wants to know if his income strategy is on point. Dave Baxter takes a look
‘I’ve ditched my adviser – how do I invest my £800,000?’
February 21

‘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 retirement
‘How do I shield my £1.3mn portfolio from tax after the Budget?’
February 14

‘How do I shield my £1.3mn portfolio from tax after the Budget?’

Portfolio Clinic: Our readers have a large property and lots of cash. Could investing better allow them to give more to their son tax-free?
'Will my racy investments fund an early retirement?'
February 07

'Will my racy investments fund an early retirement?'

Portfolio Clinic: A keen 'Fire' movement follower wants to quit the rat race but wonders if his portfolio is up to the task. Dave Baxter takes a look
Explore Portfolio Clinic
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