Tax PlanningFive-month wait to transfer brokers: your questions answeredInvestors all over the country face agonising waits as their investments are held in limbo while they are transferred from one broker to another. Here we offer some handy advice if you are one of them.Save29 April 2014
Tax PlanningSelftrade attempts to freeze client assets unfairlySelftrade clients who refuse to complete an instrusive questionnaire cannot transfer their money outSave25 April 2014
Tax PlanningGlobal income investors face shortfall of 3.3 per centIncome investors around the world have shown unrealistic expectations in the last year.Save25 April 2014
Tax PlanningSelftrade clients shocked by 'intrusive' questionnaireThe execution-only broker asks clients to reveal the source of their wealth as it seeks to meet money laundering regulations.Save25 April 2014
Tax PlanningInvestment trust Isa needs more diversificationOur reader has packed his individual savings account with investment trusts, but has missed some key areasSave25 April 2014
Tax Planning10 ways to cut the burden of CGTWith careful financial planning you can reduce or eliminate capital gains taxSave22 April 2014
Tax PlanningCan I use flexible drawdown to boost my wife’s pension?An ¹û¶³´«Ã½ reader has spotted a way that he and his wife can boost their investments and save on taxSave17 April 2014
Tax PlanningBuilding a high growth IsaOur reader is aiming for high capital growth but should try to avoid incurring high feesSave15 April 2014
Tax PlanningInvestors switching brokers face wait of up to five monthsSavvy investors switching to the cheapest broker are being forced to endure agonisingly long waiting periods, during which time their investments cannot be tradedSave14 April 2014
Tax PlanningWould you be better off buying extra state pension or investing?From April 2016, those over age 65 will be able to buy up to £25 a week in extra state pension. We look at whether you'd be better off investing the money in the stock market instead.Save11 April 2014