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Leonora Walters
March 29, 2023
How to plan your retirement in the new world of pension taxes
Lifetime allowance changes do not mean you can immediately restart pension contributions
March 23, 2023
When to use a cash Isa
Tax allowance cuts mean investors should prioritise holding investments rather than cash in Isas
March 23, 2023
How to get the most out of Isa tax breaks
With some tax allowances reducing, it’s more important than ever to use Isas in the most effective way
March 23, 2023
Who should I nominate as my Sipp beneficiaries?
This investor wants to ensure that his Sipp passes to his family without extra tax
March 22, 2023
Investors shouldn’t panic-sell financials funds
Don’t sell your financials funds but let the dust settle before investing
March 17, 2023
‘How can we maximise our capital gains to mitigate tax on interest and dividends?’
These Cyprus-based investors want to mitigate tax on interest and dividends
March 14, 2023
How to achieve a sustainable level of drawdown
To determine a sustainable withdrawal rate you need to consider a number of factors
March 14, 2023
Shares I Love: Bank Central Asia
Bank Central Asia is benefiting from growing Asian wealth
March 06, 2023
Shares I Love: BMW
The German car manufacturer has attractive fundamentals but a depressed share price
March 06, 2023
'Can you use a pension to pay an inheritance tax bill?'
Tax & Pensions Clinic: Our reader's father-in-law wants to pay his estate's IHT bill using a Sipp
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