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Pensions and Tax
July 10, 2023
Workplace pensions to invest billions in unlisted stocks
Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
April 11, 2023
'Can I retire at 65 and have £30,000 a year?'
Portfolio Clinic: Our reader wants to know whether he has enough to get married, buy a home and retire
April 04, 2023
Every tax change happening this week – and how to beat them
The new tax year brings good and bad news for savers and investors
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 06, 2023
What to expect from the Spring Budget 2023
Chancellor Jeremy Hunt will announce his first Budget on March 15
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
February 17, 2023
‘How should I invest my £100,000 inheritance?’
Portfolio Clinic: A reader spies an opportunity to revamp her portfolio
February 13, 2023
'How do I bequeath my pension so my daughter doesn't pay tax?'
Our 72-year-old reader is worried about the impact of tax on his daughters
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
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