Tax & Pensions Clinic

August 05, 2022
Does the seven-year rule apply to jointly gifted assets?
A reader seeks guidance on a finer point of inheritance taxation
July 21, 2022
What does HMRC mean by gifts from 'surplus income'?
A reader seeks guidance on how to avoid falling foul of HMRC rules
July 14, 2022
Will I fall foul of the PET rules?
A reader has questions about how the rules on potentially exempt gifts are applied
June 09, 2022
Can I avoid the age 75 pension test?
A reader has Enhanced Protection: does this mean the at age 75 test has no relevance for him?
May 05, 2022
Should I make additional contributions to my State Pension?
A reader asks if the additional contributions would pay for themselves
April 20, 2022
How much more tax free cash can I take?
Kay Ingram helps a reader work out how much tax free cash they are entitled to take
April 06, 2022
Should we make our grandson a beneficiary of a Sipp?
What do Sipp investors need to consider when selecting potential beneficiaries for their pension pots?
March 31, 2022
How will an LTA charge affect my monthly pension payments?
A reader asks whether taking their private pension will jeopardise other income
March 22, 2022
Are you ready for the end of the tax year?
As inflation starts to bite, make sure you have optimised your tax planning before the tax year ends
March 16, 2022
How much will tax relief reduce my EIS losses?
How can tax relief relieve the blow of losses in young companies?

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