Tax & Pensions Clinic

June 19, 2023
'My son is moving to Germany – can he save into a pension and Isa?'
This reader's son would like to know if he has to make student loan repayments and where he should set up a pension
April 17, 2023
'What do I need to prove my IHT-friendly gifts?'
A reader seeks clarity on how far back they should keep records of lifetime gifts
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
April 11, 2023
'Can I retire at 65 and have £30,000 a year?'
Portfolio Clinic: Our reader wants to know whether he has enough to get married, buy a home and retire
April 04, 2023
Every tax change happening this week – and how to beat them
The new tax year brings good and bad news for savers and investors
March 29, 2023
How to plan your retirement in the new world of pension taxes
Lifetime allowance changes do not mean you can immediately restart pension contributions
March 06, 2023
What to expect from the Spring Budget 2023
Chancellor Jeremy Hunt will announce his first Budget on March 15
March 06, 2023
'Can you use a pension to pay an inheritance tax bill?'
Tax & Pensions Clinic: Our reader's father-in-law wants to pay his estate's IHT bill using a Sipp
February 17, 2023
‘How should I invest my £100,000 inheritance?’
Portfolio Clinic: A reader spies an opportunity to revamp her portfolio
February 13, 2023
'How do I bequeath my pension so my daughter doesn't pay tax?'
Our 72-year-old reader is worried about the impact of tax on his daughters

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