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Tax Planning
March 19, 2025
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
March 18, 2025
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
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‘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
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HMRC data shows stealth tax rises in action
More people are paying higher taxes as thresholds remain frozen
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‘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
February 25, 2025
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
February 21, 2025
‘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
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What to do when you inherit a portfolio
How to maximise the value of your inheritance alongside your existing investments
February 17, 2025
‘How can I reduce my £190,000 CGT bill?’
Tax & Pensions Clinic: Our reader would like to give his portfolio a makeover, but faces a big tax liability
January 31, 2025
IHT on pensions is becoming a bureaucratic nightmare
Some families face a tax rate of up to 90 per cent
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