Managing Your Money

January 27, 2022
How to plan wealth transfers within your family
Discuss wealth transfer sooner rather than later with your family to maximise your options
January 20, 2022
Will we pay IHT because the wrong pension box was ticked?
Ticking the wrong box could cost this family a large sum in IHT
January 20, 2022
It might still pay to declare your tax by 31 January
Although HMRC has pushed back tax deadlines, you may still need to file and pay by 31 January
January 20, 2022
Tax-efficient distributions via family investment companies
Family investment companies are becoming more popular as tax-efficient vehicles for succession planning
January 13, 2022
What is the most tax-efficient way to manage the Lifetime Allowance?
This reader is looking for ways to mitigate LTA charges
January 12, 2022
How to prepare your pensions for inflation
Make sure that your retirement savings can outpace inflation
January 06, 2022
How can I sell my shares in a delisted company?
A reader asks how to sell a shares now only listed on an overseas market
January 04, 2022
How to compare the costs of income drawdown
When choosing a drawdown plan compare the various costs of different providers to get the best deal
December 28, 2021
Will my ex-wife's Sipp be counted by the local authority?
Tax & pensions clinic
December 22, 2021
How to ensure your buy-to-let still makes a profit
Pursuing property profits has become harder but can still boost your income

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