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Managing Your Money

  • How to plan wealth transfers within your family
    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
  • Will we pay IHT because the wrong pension box was ticked?
    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
  • It might still pay to declare your tax by 31 January
    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
  • Tax-efficient distributions via family investment companies
    January 20, 2022

    Tax-efficient distributions via family investment companies

    Family investment companies are becoming more popular as tax-efficient vehicles for succession planning
  • What is the most tax-efficient way to manage the Lifetime Allowance?
    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
  • How to prepare your pensions for inflation
    January 12, 2022

    How to prepare your pensions for inflation

    Make sure that your retirement savings can outpace inflation
  • How can I sell my shares in a delisted company?
    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
  • How to compare the costs of income drawdown
    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
  • Will my ex-wife's Sipp be counted by the local authority?
    December 28, 2021

    Will my ex-wife's Sipp be counted by the local authority?

    Tax & pensions clinic
  • How to ensure your buy-to-let still makes a profit
    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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