Tax

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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How to use Aim shares to guard against inheritance tax risk

Many Alternative Investment Market-listed company shares are exempt from inheritance tax after you have held them for two years. Don’t let this estate planning benefit pass you by.

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Make the most of pension tax relief before it is too late

Time may be running out for higher earners to make the most of pension tax relief and the annual £40,000 limit before the government moves the goalposts.

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