Sam Barrett looks at solutions to sidestep a potential inheritance tax liability without giving away assets you may still need.
What can you do to ensure you minimise the tax you pay in retirement? We round up a range of sensible strategies.
The government’s forthcoming consultation on simplifying tax trusts is welcome, says Sam Barrett. He explains how they currently work.
The personal tax account has been up and running for two years and is used by 3.6 million taxpayers. So what facilities does it offer?
Sam Barrett offers some practical tips on how unmarried couples can protect themselves.
Sam Barrett runs through the deals and sweeteners online brokers are offering Isa investors.
Setting up a lasting power of attorney to take decisions in the event of your declining health makes a lot of sense both financially and emotionally.
Paying into an employer's Save As You Earn scheme that gives the option of buying company shares could deliver healthy rewards.
Older people have less need of the insurance policies younger families use. These other types of protection can be valuable later in life.
With Isa providers keen to attract your business, leaving your Isa choices until the end of the year can mean you pick up a bargain.