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Managing Your Money

  • Shaping up your Sipp for trying times
    May 26, 2022

    Shaping up your Sipp for trying times

    How asset allocation rules of thumb hold up as markets fluctuate
  • What to do when your pension hits the LTA
    May 20, 2022

    What to do when your pension hits the LTA

    If the value of your pension exceeds the lifetime allowance you may have to pay a charge
  • How to calculate your CGT
    May 19, 2022

    How to calculate your CGT

    Investment sales often mean paying capital gains tax – which means investors must familiarise themselves with the finer details
  • How can I minimise inheritance tax on my estate?
    May 16, 2022

    How can I minimise inheritance tax on my estate?

    A reader is concerned that IHT may impact his ability to repay his daughter a debt of gratitude
  • How platforms' multi-asset funds compare
    May 12, 2022

    How platforms' multi-asset funds compare

    Comparing multi-asset funds teaches us about platforms and asset allocation
  • Your investments might be more expensive than you think
    May 12, 2022

    Your investments might be more expensive than you think

    Platforms need to improve fee transparency but the regulatory framework doesn't help
  • Should I make additional contributions to my State Pension?
    May 05, 2022

    Should I make additional contributions to my State Pension?

    A reader asks if the additional contributions would pay for themselves
  • Other countries show how IHT could be made fairer
    May 05, 2022

    Other countries show how IHT could be made fairer

    But UK IHT reform is unlikely so familiarise yourself with the loopholes
  • Navigating the labyrinth of platform ESG options
    May 03, 2022

    Navigating the labyrinth of platform ESG options

    Platforms offer lots of ideas for ESG investors, but you have to do your own homework
  • Working from abroad? Don't forget tax
    April 28, 2022

    Working from abroad? Don't forget tax

    If you work remotely from abroad make sure you fulfill your UK tax obligations
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