Tax & Pensions Clinic

February 06, 2023
Scrap 25% tax-free pensions lump sum, IFS says
Respected think tank proposes a series of reforms that would leave high earners worse off
January 30, 2023
'Can I cut my tax bill by making a rental my primary residence?'
Our reader wants to know how to minimise inheritance and capital gains tax when they sell a buy-to-let
January 25, 2023
How to make sure your pension is big enough to last
The cost of living is rising and savers could be vastly underestimating how much they need
January 16, 2023
'How much tax will I pay on my state pension lump sum?'
Those who reached state pension age before 2016 can claim a lump sum, but this comes with different tax rules
January 12, 2023
How to take your pension tax-free lump sum
Taking tax-free cash in instalments can be more efficient
December 14, 2022
How will our properties be taxed if we sell them?
These investors are deciding whether to sell their main home and holiday let
November 24, 2022
How do I notify HMRC of lifetime gifts?
This investor has given his two children money to buy homes
November 10, 2022
Can our estates benefit from the residence nil-rate band?
These investors want to leave their home to their children and offset any IHT due against the residence nil-rate band
October 25, 2022
Can I pass my pension to my grandchildren IHT-free?
This investor hopes to pass his pensions to his grandchildren tax-free
October 18, 2022
Do I have to pay tax on my offshore pension?
This investor would like to know if withdrawals from a Jersey pension are taxable

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