Pensions & Retirement

September 28, 2023
Employer pension contributions can be worth a tax charge
Opting out of employer pension schemes is rarely worthwhile, even if there is a tax charge
September 20, 2023
State pension tax trap means retirees should rethink their income
Triple lock: Beat the personal allowance freeze by using all your other tax allowances
September 12, 2023
Bumper state pension increase sets up tax trap for pensioners
Triple lock: Thousands to breach the personal allowance for the first time as 'fiscal drag' bites
August 23, 2023
How to help children and grandchildren save for retirement
Pensions aren't always the best way to help
August 14, 2023
'Can I open a pension without a National Insurance number?'
It can be difficult for self-employed people who have moved to the UK
August 11, 2023
'How do I use a £500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
August 04, 2023
'I need 4% a year from my pension – what do I do?'
Portfolio Clinic: Our reader's investments are spread all over, but she now needs a manageable and stable income plan
August 02, 2023
How to make the most of your general investment account
If you hold investments outside Isas and pensions, aim to limit your tax liability and reduce costs
July 25, 2023
A different way to manage a large pension pot
One school of thought suggests large pots should be lower risk, to avoid huge falls in capital
July 20, 2023
Inherited pensions could be taxed under new proposals
HMRC suggests charging inheritors income tax even if their benefactor dies before 75

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