Tax

Ask Money: does regular gifting impact the IHT allowance?

Jamie Favell helps a Money Observer reader with a question about inheritance tax and CGT.

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Ask Money: what’s the tax position on this gift?

Patrick Connolly at Chase de Vere helps a reader with a question.

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New tax year 2019/2020: Tax and personal allowance changes

As the new tax year rolls around, here are the major changes that may hit your pocket.

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This cunning tax-year-end plan could help retirees save 20% tax

Deferring a drawdown payment by a few weeks could knock thousands of pounds off pensioners’ tax bills. 

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How using an inheritance for good means less tax

As well as benefiting others, charitable giving can reduce the inheritance tax rate by up to 4%, writes Carl Drummond.

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What to review before and after April 2019 tax deadline

Jonathan Watts-Lay outlines top saving allowances to utilise before the end of the tax year.

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Trim your tax bill: 10 tactics

As the new tax year looms, it is not too late to protect your wealth from the taxman’s long arm. Sam Barrett outlines 10 ways to cut your tax bill.

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Government should encourage people to pass on wealth during their lifetime

Here’s why the current inheritance tax system needs an overhaul to bring it into line with shifts in social trends and encourage lifetime gifting.

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Seven tricks to boost your Isa portfolio

Money Observer's deputy editor Kyle Caldwell outlines handy ways for investors to both grow and protect the value of their investments this Isa season.

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