Tax PlanningAnnuity rate slide continuesProviders have been unable to maintain rates, faced with a slowdown in demand and falling gilt yieldsSave30 October 2014
Tax PlanningHome and Away: pensions lessons from AustraliaChanges to the UK pension system reflect 25 years of learning in Australia – but policy makers here may have overlooked the Australian's experience of giving people full power over their pension pots.Save30 October 2014
Tax Planning200,000 investors to cash in pensions next yearMany investors will pay too much tax and underestimate their life expectancySave30 October 2014
Tax PlanningPlanning for a disabled dependantInvestors with mentally or physically disabled dependants can use special tax efficient trusts as part of their inheritance planning.Save23 October 2014
Tax PlanningSeeking income from IT dividendsOur reader wants to retire in four years' time and needs to make up a shortfall in income via investment trust dividends. Our experts recommend that he diversify his portfolio furtherSave22 October 2014
Tax Planning32-year-old wants to "retire" at 45 by maximising IsaOur reader is investing the maximum £15,000 Isa allowance in exchange traded funds. But she needs to take on higher levels of risk.Save17 October 2014
Tax PlanningHow to do good with your moneyInvestors are becoming less interested in traditional ethical funds and want to see immediate benefitsSave16 October 2014
Tax PlanningBest Sipps for childrenTaking out a Sipp for a child could be a very valuable use of your money. We explain your optionsSave15 October 2014
Tax PlanningSecure £40,000 income by lowering your portfolio riskThis 49-year-old couple are aiming for early retirement but might be taking on too much risk with their substantial holdings.Save10 October 2014
Tax PlanningHold on to your Index-linked Savings CertificatesMost investors should roll these over at maturity, despite talk of deflation riskSave9 October 2014