Tax

What is capital gains tax and how does it work? This guide covers CGT allowances, rates and how you might be able to prevent a capital gains tax bill.

How pensions will be dealt under inheritance tax is changing. Find out what to expect from the changes to pensions and inheritance tax in 2027.

The marriage allowance is a little-known tax break that can give you up to £252 a year from the government. Learn more about marriage allowance and who’s eligible.

You can use your AJ Bell account to buy US shares directly, or funds that invest in US companies and government debt. Learn more about tax on US shares.

If you accessed a pension before 6 April 2024, a standard calculation will tell you how much of the new lump sum allowances you have left.

When you save for retirement using a pension, part of your withdrawal is tax-free, but what about the rest of it? This article looks at the taxes that apply when you access your pension.

PTM stands for Panel on Takeovers and Mergers. It’s a government levy that's charged to investors when they buy or sell shares for over £10,000. Learn more here.

Pay no income tax on the interest or dividends you receive on an ISA. Any profits from investments are free of Capital Gains Tax (CGT).

You’ll get basic-rate tax relief at 20% on any SIPP contributions you make. Learn how tax relief works and the benefits of SIPP tax relief here.

It has never been more important to make the most of tax breaks. Learn how to boost your pension pot with these five tax tips for retirement savers.