Tax & Pensions Clinic

February 26, 2024
‘I’ve gone into care – can I still make IHT-free gifts?’
Tax & Pensions Clinic: A reader’s family member is making regular gifts to nieces and nephews but is now worried about the tax status as her expenses increase
December 18, 2023
'I'm selling my Spanish home – do I have to pay tax twice?'
Tax & Pensions Clinic: This shared family holiday home is liable for capital gains tax in Spain but there's also a UK mortgage to consider. What do they need to do?
December 04, 2023
'Can I gift all my net excess income IHT-free?'
Tax & Pensions Clinic: Gifts out of surplus income need to meet certain conditions
November 06, 2023
'I inherited a house 16 years ago – what happens if I sell it?'
Tax & Pensions Clinic: This reader wants to know what taxes would be due if he sold his mother's home
October 23, 2023
'How do I appeal against an unfair pensions tax charge?'
Tax & Pensions Clinic: Our reader paid HMRC £18,000, but believes rule changes and outdated calculations have left him out of pocket
October 09, 2023
'How do I make sure charity donations cut my inheritance tax bill?'
Tax & Pensions Clinic: This investor would like to maximise the tax-efficiency of charitable gifts
September 25, 2023
'Can I use a 'help to buy' Isa if I own part of my Dad's house?'
This first-time buyer wants to know the tax consequences of having an interest in her father's home
September 11, 2023
'How will my UK DC pension be treated when I move to the US?'
The US/UK Income Tax Treaty can relieve UK pensions from some US tax provisions
August 29, 2023
'Is my Aim stock still IHT-free if it's been taken over?'
Tax & Pensions Clinic: Our reader needs help understanding the complex world of IHT-friendly Aim shares
July 31, 2023
'Should I redeem my NS&I certificates?'
Tax & Pensions Clinic: Every time our reader has renewed their saving certificates, the terms have been less attractive

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