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Pensions & Retirement
November 04, 2024
How to avoid inheritance tax in the post-Budget world
More people will pay more IHT in the years to come: so what now?
October 29, 2024
Retiring on your own costs more – here's how to fund it
From higher expenses to fewer tax advantages, retiring on your own is undeniably harder. But planning can help
October 29, 2024
The ultimate guide to planning your retirement
Everything you need to know about securing a comfortable retirement, from making sure you save enough to drawing income tax-efficiently
October 25, 2024
'Can my tech stocks fund an early retirement?'
Portfolio Clinic: Our reader is keen to retire early and wonders if a high-octane investment approach will help. Dave Baxter takes a look
October 21, 2024
How to prepare your finances for the 2024 Autumn Budget
In the run-up to the 30 October Budget, here are some practical steps you can take to protect your assets
October 11, 2024
'How do I invest my £117,000 lump sum?'
Portfolio Clinic: Our reader has competing aims for their cash windfall and needs help finding the right way to invest. Dave Baxter takes a look
October 09, 2024
Prepare for pension changes in the Budget
Could the chancellor touch the tax-free lump sum?
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
October 04, 2024
‘My wife’s care costs will increase by £40,000 – what do I do?’
Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is causing concern
October 03, 2024
The best ways to invest for your children
How to grow and manage a nest egg for a family’s youngest members
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