Tax & Pensions Clinic

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
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
November 25, 2024
'Can I use my pension now the lifetime allowance has gone?'
Tax & Pensions Clinic: Our reader has a large pot but would like to add more. Will he incur a tax charge?
October 28, 2024
'How do we gift our home and cut inheritance tax?'
Tax & Pensions Clinic: Our readers want to minimise IHT but also want to continue living in their home
October 07, 2024
‘I've filled up my Isa and pension – where else can I save?’
Tax & Pensions Clinic: Our reader is wondering whether he should use a general investment account after exhausting his pension
September 02, 2024
‘What happens to my pension when I die?’
Tax & Pensions Clinic: Our reader is about to transfer his pension, and asks how the money will be passed to his beneficiaries
July 29, 2024
How to protect your finances when getting divorced
Splitting matrimonial assets can be complicated, but ensuring you get the right financial settlement is essential to your financial future
July 26, 2024
'I'm now in charge of my £860,000 portfolio – can I retire at 60?'
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
July 01, 2024
'How do I withdraw my £300,000 offshore bond?'
Tax & Pensions Clinic: Our reader needs to find the best way to cut his tax bill having previously bought an offshore bond when living abroad
June 24, 2024
'I'm a non-dom – do I have to pay capital gains tax?'
Tax & Pensions Clinic: Our reader has sold a property and made a profit but isn’t sure how, when or even if he should declare it to HMRC

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