Tax Planning

January 20, 2025
‘I bought paper shares for my children – will I be taxed if I transfer them?’
Tax & Pensions Clinic: Our reader holds paper certificates and needs to know how they will be treated for tax purposes
January 20, 2025
Everything you need to know about your self-assessment tax return
As the 2025 deadline approaches, be sure to declare all taxable income while making the most of opportunities to lower your tax bill
January 17, 2025
'Can I gift to cut IHT and still live off my portfolio?'
Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options
January 14, 2025
Why it’s crucial to split business and personal finances – and how to do it
Business owners have a tendency to neglect the personal side of their finances, but doing so can be risky
January 10, 2025
The problem with being the family finance guru
Offering financial suggestions to friends and family can be a very risky endeavour
January 08, 2025
Why moving abroad to pay less tax is harder than you think
Tempted to go overseas to cut your tax bill? Here are the pitfalls you may not be aware of
December 30, 2024
‘Will I have to pay CGT on the flat I want to gift my daughter?’
Tax & Pensions Clinic: Our reader bought a flat for his daughter years ago and worries about his capital gains tax liability
December 27, 2024
‘My IHT plans are in tatters after Labour’s Budget – what do I do?’
Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too
December 18, 2024
Pension confusion as HMRC blocks lump sum returns
HMRC says savers cannot return lump sums to pension pots, in blow to those who gambled on Budget changes
December 16, 2024
The buy-to-let struggle is bigger than it seems
More landlords than ever want to sell, which is understandable in the current environment

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