Tax & Pensions Clinic

June 10, 2024
Labour U-turns on pension lifetime allowance plans
The party reportedly will not bring back the cap on tax-free pension savings
April 16, 2024
What next for the pension lifetime allowance?
With legislation on the LTA's abolition still incomplete and a new government on the horizon, it’s very hard for pensioners to make plans
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
January 09, 2024
Top tips for your 2024 self-assessment tax return
As the deadline looms, make sure you declare all you need to while lowering your bill where you can
October 25, 2023
Pension calculator – is your pension on track?
How much might your pension pay out? Find out with our free online pension calculator
August 14, 2023
'Can I open a pension without a National Insurance number?'
It can be difficult for self-employed people who have moved to the UK
August 11, 2023
'How do I use a £500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
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
July 20, 2023
Inherited pensions could be taxed under new proposals
HMRC suggests charging inheritors income tax even if their benefactor dies before 75
July 10, 2023
Workplace pensions to invest billions in unlisted stocks
Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes

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