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Val Cipriani
April 12, 2024
‘I have dementia – what do I do with my £2.1mn portfolio?’
Portfolio Clinic: Our reader’s condition means he has to completely rethink how he handles his investments
April 10, 2024
Isas, procrastination and why investing is difficult
We know we should invest our Isa allowance as soon as possible, so why don’t we?
April 09, 2024
How to beat the 60% tax trap
Once you earn more than £100,000 a year, the tax system is harsher than it seems
April 04, 2024
This fund puts your money to good use
Its clear investment focus and commitment to openness make it stand out from its peers
April 03, 2024
How to combine funds and stocks in a portfolio
Get the best of both worlds with a ‘core and explore’ approach
April 03, 2024
Don't take your tax-free lump sum if you don't need it
Withdrawing tax-free cash just to let it sit in a savings account is very inefficient
April 02, 2024
How your Isa and pension provider treats your cash
Not all pay interest on uninvested cash, something the regulator is trying to change
March 26, 2024
The latest episode in the tax office’s messy saga
Unless HMRC is properly funded, taxpayers will continue to get poor service, regardless of what happens to its helplines
March 25, 2024
How to buy someone out of a property or business
If you want to purchase someone’s stake in an asset, make sure you are also protecting your finances
March 22, 2024
Watch out for these two tax changes
Filing a self-assessment tax return is often a good idea, regardless of your income threshold
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