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Financial Planning
Top Stories
April 14
How to pass on your digital assets
As more of our assets move online, there are a number of things to consider when planning your estate
April 01
How to invest the proceeds of a buy-to-let sale
As the landlord sector falters, we look at what you could do next if you are thinking of selling up
April 17
‘I’m about to retire – how should I invest my £1mn portfolio?’
Portfolio Clinic: Our readers want to start taking an income, but setting a strategy amid the volatility isn’t an easy feat
April 15
Investment thinking to follow during a market crisis
Behavioural science, and understanding why we panic sell, can help investors overcome their worst instincts
March 27
Seven essential tax guides to boost your savings
The end of the tax year is here, and it’s time to ensure you’re efficiently set up and taking advantage of everything you can
March 13
How to make the most of your Isa
The IC team explain everything there is to know about Britain’s favourite savings account, with tips and guides on how to invest and supercharge your wealth
Pensions & Retirement
April 17
‘I’m about to retire – how should I invest my £1mn portfolio?’
Portfolio Clinic: Our readers want to start taking an income, but setting a strategy amid the volatility isn’t an easy feat
April 11
‘Should I overhaul my portfolio before I retire?’
Portfolio Clinic: A reader has plenty of income and assets as he nears retirement, but is it enough? Dave Baxter investigates
April 09
Will increasing the pension access age solve the savings problem?
Longer life expectancy calls for innovation, but delaying when you can access your pension might not fix the issue
April 08
When to take a tax-free lump sum from a final-salary pension
Cash now or income later? The pros and cons of drawing tax-free cash from a defined-benefit pension
Explore Pensions & Retirement
ISAs
April 07
Five hacks to boost your Isa
With Isa season upon us, the Investors’ Chronicle team pick the best strategies, funds and tips to lift your savings
March 27
Seven essential tax guides to boost your savings
The end of the tax year is here, and it’s time to ensure you’re efficiently set up and taking advantage of everything you can
March 27
Five savvy strategies to invest your Isa and pension
How to get the basics of investing right and grow your portfolio in a tax-efficient environment
March 27
How to make the most of Isas and pensions
The first step towards tax efficiency is using every savings allowance your family receives
March 27
The platforms that let you vote on US shares – and why it matters
It’s relatively straightforward to exercise shareholder rights with most Isa and pension providers
March 26
Cash Isa reforms on the way but no tax hikes
Spring Statement 2025: Chancellor considers options for savers, but taxpayers were free of any new increases
Explore ISAs
Tax Planning
April 15
NS&I announces savings rate hikes
Fixed-rate bonds will increase, but NS&I rates remain below the top deals available to savers
April 14
How to pass on your digital assets
As more of our assets move online, there are a number of things to consider when planning your estate
April 07
Five hacks to boost your Isa
With Isa season upon us, the Investors’ Chronicle team pick the best strategies, funds and tips to lift your savings
April 01
How to invest the proceeds of a buy-to-let sale
As the landlord sector falters, we look at what you could do next if you are thinking of selling up
March 27
Seven essential tax guides to boost your savings
The end of the tax year is here, and it’s time to ensure you’re efficiently set up and taking advantage of everything you can
March 27
How dividends and interest are taxed Â
Protect your savings and investment income by making the best use of your tax-free allowances
Explore Tax Planning
Portfolio Clinic
April 17
‘I’m about to retire – how should I invest my £1mn portfolio?’
Portfolio Clinic: Our readers want to start taking an income, but setting a strategy amid the volatility isn’t an easy feat
April 11
‘Should I overhaul my portfolio before I retire?’
Portfolio Clinic: A reader has plenty of income and assets as he nears retirement, but is it enough? Dave Baxter investigates
April 04
‘Will my low-yield rental stop me retiring abroad?’
Portfolio Clinic: Our reader’s investment strategy and buy-to-let plan are letting him down. But can he turn it around?
March 28
‘How should I invest my £1.4mn portfolio in retirement?’
Portfolio Clinic: Our reader needs help to firm up his retirement plans as he also considers whether and when to buy an annuity
March 21
‘Will buy-to-let or investing help me retire early?’
Portfolio Clinic: Our young reader has a good salary and a house, but should she focus on her Isa, properties or something else? Dave Baxter takes a look
March 14
‘How do I protect my £2.6mn portfolio from inheritance tax?’
Portfolio Clinic: Our reader has a diverse portfolio, but does the variety make it unmanageable? Holly McKechnie takes a look
Explore Portfolio Clinic