Tax PlanningReduce your risk and rotate towards incomeA married couple have a target income of about 4 per cent, so they should skew their portfolio to more defensive income investmentsSave19 January 2017
Tax PlanningIf you want extra 'old' state pension act fastIf you don't qualify for the new state pension you may be able to buy extra income - but this option won't be available for much longerSave12 January 2017
Tax PlanningLook beyond equitiesOur reader wants to supplement his retirement income and save for his children, but needs to look beyond equities to achieve his goalsSave12 January 2017
Tax PlanningThe cost of foreign currency-denominated shares and ETFsShares and ETFs denominated in foreign currencies won't make extra returns, but might rack up extra chargesSave12 January 2017
Tax PlanningTen tips to get your portfolio into winning shapeWe set out the top 10 ways to get your portfolio fighting fit and ready to reap returns in 2017Save5 January 2017
Tax PlanningGetting a better balance to boost retirement incomeOur reader should consider reducing his equity weighting to better align the portfolio with his risk profileSave5 January 2017
Tax PlanningAlliance Trust Savings raises investment account feesAlliance Trust Savings has increased account management fees for Isas and Sipps, but reduced online dealing costsSave30 December 2016
Tax PlanningExit penalty reprieve for first year of Lifetime IsaThe government will scrap exit penalties during the first year of the Lifetime IsaSave30 December 2016
Tax PlanningBuilding up a home deposit and long-term savingsFunds, Isas and low charges are the key to success for this young investorSave29 December 2016
Tax PlanningKnow how much your broker's fees add up toBrokers charge a variety of fees so make sure you know the total billSave15 December 2016
