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Tax Planning
March 12, 2025
‘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 when offset against 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
February 18, 2025
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
January 27, 2025
How to calculate (and cut) your capital gains tax bill
With CGT rules, the devil is in the detail: here are some examples and explanations to help you get it right
January 27, 2025
The 'golden' era of rental growth is over
Rents are growing at the slowest pace in four years, and landlords do not have much cause for celebration
January 20, 2025
‘I bought paper shares for my children – will I be taxed if I transfer them?’
Tax & Pensions Clinic: Our reader holds paper certificates and needs to know how they will be treated for tax purposes
January 20, 2025
Everything you need to know about your self-assessment tax return
As the 2025 deadline approaches, be sure to declare all taxable income while making the most of opportunities to lower your tax bill
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