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Tax Planning
June 20, 2025
Tax reforms drive investors to family investment companiesÂ
Should a family investment company be part of your estate planning arsenal?
June 17, 2025
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
June 09, 2025
How to plan for the unexpected
Life is full of surprises, and your financial plan should prepare you for contingencies
June 02, 2025
‘Will I have to pay inheritance tax on my grandchild’s university fees?’
Tax & Pensions Clinic: Our reader is paying fees directly to the university and wants to know whether the ‘seven-year rule’ applies
May 27, 2025
How to plan your estate if you don’t have children
Rising rates of childlessness call for a new approach to will writing and inheritance tax planning
May 23, 2025
‘Can our £2.5mn portfolio provide £60,000 a year?’
Portfolio Clinic: Our reader wants to retire early, but will his property and pension investments meet his needs? Holly McKechnie investigates
May 06, 2025
‘How will my sports memorabilia profits be taxed?’
Tax & Pensions Clinic: One reader has a collection to sell, and another one wants to know how much tax-free cash he is entitled to
April 25, 2025
‘Will Trump’s tariffs stop me from retiring early?’
Portfolio Clinic: Recent market turmoil has muddled our reader’s retirement plans. Holly McKechnie explores what they should do next
April 15, 2025
NS&I announces savings rate hikes
Fixed-rate bonds will increase, but NS&I rates remain below the top deals available to savers
April 14, 2025
How to pass on your digital assets
As more of our assets move online, there are a number of things to consider when planning your estate
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