isas

Small pot strategies: tips on how and where to invest £10,000 to £250,000

Investors with substantial Sipp or Isa portfolios – worth, say, £250,000 or more – should have little difficulty generating a decent and sustainable income from their pots, but the situation may be quite different for those with smaller portfolios.

On one hand, they are under pressure to take greater risks in order to boost their income; on the other, they are potentially more vulnerable to market corrections that could seriously erode their capital.

Seven year-end tax tips to minimise your bill

With just a month to go until the end of the tax year, we round up sensible year-end strategies for investors who want to minimise the tax they pay and maximise their tax-efficient savings. Here are seven ideas for a solid tax action plan: