Tax – Berry & Oak

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8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

Should you take your pension tax-free lump sum to kickstart retirement?

Market volatility means thousands of families may have overpaid Inheritance Tax

How you could improve tax efficiency by claiming work-related expenses

Savers celebrate rising interest rates, but it could mean an unexpected tax charge

7 common but potentially harmful Inheritance Tax myths debunked

Pensions v ISAs: Tax relief makes a huge difference to your calculations

Conflicting money views mean 1 in 3 baby boomers are reluctant to leave an inheritance