Tag Archives: Tax

Financial Planning Tips for Income Investors

As part of their Seeking Income Week, Morningstar asked Informed Choice chartered financial planner Martin Bamford for our Financial Planning tips for income investors.

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Wasting tax

The latest Tax Action report from unbiased.co.uk has found that we will collectively waste £1.3bn in 2011 due to poor inheritance tax planning.

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The Lifetime Allowance & Fixed Protection

There is now less than a year to go to register for Fixed Protection before the Lifetime Allowance reduces to £1.5m and potentially creates a tax liability for those with large pension benefits.

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Can I use a SIPP to invest in an EIS?

Informed Choice chartered financial planner Nick Bamford responds to a client query about investing in an EIS using his SIPP.

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Giving to charity (not the taxman)

This year it is expected that UK charities will miss out on £1.2 billion in donations because of tax-inefficient giving by donors.

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Online tax return reminder

HM Revenue & Customs this week have issued a reminder to those people still due to submit a return. The 31st October deadline for paper returns has already passed, so the only option still available is to file your tax return online before 31st January.

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