Managing Your Money

How asset allocation rules of thumb hold up as markets fluctuate

If the value of your pension exceeds the lifetime allowance you may have to pay a charge

Investment sales often mean paying capital gains tax – which means investors must familiarise themselves with the finer details

A reader is concerned that IHT may impact his ability to repay his daughter a debt of gratitude

Comparing multi-asset funds teaches us about platforms and asset allocation

Platforms need to improve fee transparency but the regulatory framework doesn't help

A reader asks if the additional contributions would pay for themselves

But UK IHT reform is unlikely so familiarise yourself with the loopholes

Platforms offer lots of ideas for ESG investors, but you have to do your own homework

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