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Tax & Pensions Clinic: Our reader paid HMRC £18,000, but believes rule changes and outdated calculations have left him out of pocket

Annual limits and lack of drawdown options mean other routes should be considered

Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?

HMRC suggests charging inheritors income tax even if their benefactor dies before 75

Tax & Pensions Clinic: Our reader wonders how a 'bare trust' is treated for tax purposes

Nine pension providers have agreed to add unquoted companies to their portfolios, in a scheme the government says will boost retirement incomes

This retired former police officer would like to know if a pension withdrawal would be taxed

This reader wants to make sure his wife and dependents benefit from the full £1mn tax-free allowance

Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income