Tax & Pensions Clinic

March 16, 2022
How much will tax relief reduce my EIS losses?
How can tax relief relieve the blow of losses in young companies?
March 07, 2022
Is the real rate of the Lifetime Allowance charge higher than 55 per cent?
A reader is puzzled by how the Lifetime Allowance charge is applied
February 17, 2022
How can I mitigate a high lifetime allowance charge?
A reader asks how best to minimise the lifetime allowance charge
January 27, 2022
Can my Sipp cross international borders?
A reader asks if his daughter, who is resident in New Zealand, can inherit his Sipp as she would if she lived in the UK?
December 28, 2021
Will my ex-wife's Sipp be counted by the local authority?
Tax & pensions clinic
November 18, 2021
Should I delay taking my state pension?
Deferring the state pension can result in higher payments and mitigate tax
October 21, 2021
How much can I carry forward?
A reader asks if pension carry-forward rules discriminate against lower earners
March 19, 2020
If your pensions allowance is still tapered consider VCTs
Despite investment rule changes VCTs are still a highly tax-efficient way for higher earners to invest

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