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Financial Planning
Top Stories
December 03
Everything you need to know about retiring abroad
Hoping to live out your golden years away from rainy Britain? This guide looks at the financial and practical implications
November 29
‘Is £2.2mn enough for a comfortable retirement?’
Portfolio Clinic: Our readers seek reassurance before they take the plunge and retire. Val Cipriani looks at how they can get their savings in shape
December 03
NS&I hits savers as it pulls fan-favourite bond
Savage cuts to savings accounts continues as NS&I moves further down the best-buy tables
March 14
The IC’s guide to Isas 2024
This year’s report includes brand-new investment ideas, tips on how to get the most out of your tax-efficient account and the best savings rates and providers to use
November 18
How to save tax when selling your business
Following Labour's Budget, Selling and passing on your business will attract higher taxes
November 27
How to protect yourself before you can't manage your finances
If you were to lose the mental or physical capability to look after your money, who could step in?
Pensions & Retirement
December 03
Everything you need to know about retiring abroad
Hoping to live out your golden years away from rainy Britain? This guide looks at the financial and practical implications
November 29
‘Is £2.2mn enough for a comfortable retirement?’
Portfolio Clinic: Our readers seek reassurance before they take the plunge and retire. Val Cipriani looks at how they can get their savings in shape
November 27
How to protect yourself before you can't manage your finances
If you were to lose the mental or physical capability to look after your money, who could step in?
November 25
'Can I use my pension now the lifetime allowance has gone?'
Tax & Pensions Clinic: Our reader has a large pot but would like to add more. Will he incur a tax charge?
Explore Pensions & Retirement
ISAs
December 03
NS&I hits savers as it pulls fan-favourite bond
Savage cuts to savings accounts continues as NS&I moves further down the best-buy tables
November 27
A new effort to boost shareholder turnout
Shareholder voting from retail investors remains low. Can platform changes encourage wider voter participation?
November 26
NS&I slashes Premium Bond rates again
The prize rate on NS&I Premium Bonds is being cut for the second month in a row
November 14
A mixed Budget for Isa investors
The Isa allowance will remain frozen – but it could have been worse
November 11
The best Isas and pensions for buying investment trusts
Investors have lots of options when choosing a platform for their portfolio. We compare the different providers
October 16
Investment trust cost disclosure reform causes platform dissent
Platforms have reacted with caution to reforms that allow trusts to record their charges as zero
Explore ISAs
Tax Planning
November 27
How to protect yourself before you can't manage your finances
If you were to lose the mental or physical capability to look after your money, who could step in?
November 25
'Can I use my pension now the lifetime allowance has gone?'
Tax & Pensions Clinic: Our reader has a large pot but would like to add more. Will he incur a tax charge?
November 18
How to save tax when selling your business
Following Labour's Budget, Selling and passing on your business will attract higher taxes
November 12
Aim shares in pensions could lose IHT benefits
Pensions could be subject to the full inheritance tax, regardless of where they are invested
November 07
Post-Budget financial planning dos and don'ts
And other post-Budget dos and don’ts
November 06
Stamp duty hike ‘nail in the coffin’ for buy-to-let
Landlord lobby and wealth manager warn of hit to rental availability as investors look elsewhere
Explore Tax Planning
Portfolio Clinic
November 29
‘Is £2.2mn enough for a comfortable retirement?’
Portfolio Clinic: Our readers seek reassurance before they take the plunge and retire. Val Cipriani looks at how they can get their savings in shape
November 22
'How should we invest our £900,000 cash pile?'
Portfolio Clinic: Our reader has a lot of assets but wants, and needs, to get more from his mountain of cash. Dave Baxter explores the options
November 15
'How do I turn my £680,000 portfolio into £3mn?'
Portfolio Clinic: Our young reader has a strong head start on his investing journey. Holly McKechnie looks at how he can maintain momentum and reach his ambitious target
November 10
'I'm 91 and love investment trusts – is it time to change?'
Portfolio Clinic: Our reader has a barbell approach to investing and is wondering whether the strategy still works and is right for his stage of life. Taha Lokhandwala finds out
November 01
‘Is £200,000 enough to retire and sail the world?’
Portfolio Clinic: Our reader has exciting plans. Val Cipriani looks at how he should invest to make sure it becomes a reality
October 25
'Can my tech stocks fund an early retirement?'
Portfolio Clinic: Our reader is keen to retire early and wonders if a high-octane investment approach will help. Dave Baxter takes a look
Explore Portfolio Clinic