Tax Planning£15,000 income from an Isa: What happened nextIn an update to a September 2014 Portfolio Clinic about taking income from a £250,000 Isa portfolio, we find out what the investor did next.Save21 November 2014
Tax PlanningTax-free peer-to-peer lending nearly a realityInvestors are closer to getting access to peer-to-peer lending in Isas and SippsSave21 November 2014
Tax PlanningBuy to let: locked out of londonWould-be landlords are being priced out of the capital’s property market – but with plenty of value on offer in the regions they shouldn’t be too concerned. Jonas Crosland reportsSave21 November 2014
Tax PlanningWhere there’s a will, there could be a better wayThe law on who inherits when you die changed on 1 October, meaning that even those with existing wills ought to rethink the way they are draftedSave19 November 2014
Tax PlanningShould you ditch final salary for new pension freedoms?Many people in gold-plated employer pensions will be tempted to transfer out to take advantage of new pension freedoms.Save13 November 2014
Tax PlanningFinancial advice fees 'drop' hides true pictureThe hourly cost of financial advice may be lower but customers need to watch out for a host of hidden fees.Save13 November 2014
Tax PlanningPeter's passive portfolioAn investor in his early 30s is relying heavily on low cost exchange traded funds to build up his pensionSave12 November 2014
Tax PlanningI want to draw 3 per cent from £450k at age 60Our reader has an equity heavy investment portfolio but needs to put this in the context of his total wealth in order to make better decisions for his retirement.Save7 November 2014
Tax PlanningIslamic finance gets competitiveNew products are attracting non-Muslim investors to the world of Islamic financeSave6 November 2014
Tax Planning75-year-old aims to minimise inheritance taxOur reader wants to generate income from his investments but also leave a legacy to his children and grandchildrenSave31 October 2014