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Pensions and Tax
July 29, 2024
How to protect your finances when getting divorced
Splitting matrimonial assets can be complicated, but ensuring you get the right financial settlement is essential to your financial future
July 26, 2024
'I'm now in charge of my £860,000 portfolio – can I retire at 60?'
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
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
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
September 26, 2023
Why you shouldn't load up your pension to avoid inheritance tax
Annual limits and lack of drawdown options mean other routes should be considered
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 20, 2023
Inherited pensions could be taxed under new proposals
HMRC suggests charging inheritors income tax even if their benefactor dies before 75
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