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Charles Calkin

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  • Tuesday, 21 February, 2023
    Advice & Comment
    Introduce your children to your wealth manager

    Discussions can make managing your estate easier

  • Wednesday, 23 November, 2022
    Advice & Comment
    Is it time to take the annuities gamble?

    Rates are up 40 per cent this year — but there is much to consider

  • Tuesday, 23 August, 2022
    Advice & Comment
    Financial planning in the twilight zone

    Lessons from the complex hinterland between death and distribution of the estate

  • Wednesday, 22 June, 2022
    Advice & Comment
    Frozen tax allowances and inflation chill investors

    What should you do during the fiscal ice age?

  • Wednesday, 20 April, 2022
    Advice & Comment
    Retirement village life: your own Thursday Murder Club?

    Self-contained communities may be right for some, but the costs add up

  • Thursday, 24 February, 2022
    Advice & Comment
    Buying a property in Europe is clouded by complex rules

    New issues for British buyers have emerged since Brexit

  • Wednesday, 15 December, 2021
    Advice & Comment
    How to give to grandchildren in the season of goodwill

    Bare trusts are a good way to pass money between the generations — but make sure family members are in agreement

  • Friday, 29 October, 2021
    Advice & Comment
    I’d happily pay more tax. Would you?

    Wealthy older people should be able to dial up their contributions for the public good

  • Wednesday, 15 September, 2021
    Advice & Comment
    Can you afford the growing cost of school fees?

    Parents should save early and grandparents should plan carefully

  • Thursday, 8 July, 2021
    Workplace pensions
    Don’t run scared of pension savings limits

    Are you in danger of breaching the lifetime allowance? Stopping contributions might not be the right answer

  • Thursday, 27 May, 2021
    Advice & Comment
    Can equity release help children and grandchildren climb the property ladder?

    Increased housing values and low interest rates on loans have led to a surge in ‘lifetime mortgages’

  • Friday, 16 April, 2021
    Advice & Comment
    Taper traps can leave you paying 60 per cent taxes

    It’s Rishi Sunak’s turn to simplify the system — he could start by scrapping tapers

  • Thursday, 18 March, 2021
    Next Act
    The lottery of later-life care

    Brexit derailed the debate on care — but politicians need to tackle the issue

  • Wednesday, 17 February, 2021
    Next Act
    Remarry by all means — but don’t forget the pre-nup

    Financial planning cuts risk of family rows and disputed legacies

  • Wednesday, 13 January, 2021
    Advice & Comment
    Company cars: the electric future is now

    Tax perks are outstanding for battery vehicles, but enjoy them while they last

  • Wednesday, 4 November, 2020
    Tax
    Sharesave: what’s not to like?

    It’s as close to a no-risk investment as you could find

  • Thursday, 24 September, 2020
    Next Act
    When are you going to retire?

    Working out a date is not rocket science, but is far more than a financial decision

  • Wednesday, 5 August, 2020
    Student finance
    Students face a tough financial lesson in UK

    Potential undergraduates and their families face difficult choices after A-level results next week

  • Wednesday, 3 June, 2020
    Inheritance
    A 10-step ‘wealth workout’

    Now is the perfect time to reassess and improve your financial fitness

  • Monday, 30 March, 2020
    Advice & Comment
    Managing retirement income in a crisis

    Those in pensions drawdown are at risk of  pound cost ravaging

  • Tuesday, 21 January, 2020
    Advice & Comment
    Tips before the tax return deadline

    There are a number of ways you can legitimately reduce your bill

  • Wednesday, 4 December, 2019
    Advice & Comment
    Give to charity — and you shall receive 

    Christmas is a time for giving and there are tax benefits to making donations 

  • Wednesday, 16 October, 2019
    Advice & Comment
    You’re wealthy — should you marry in secret?

    Marriage entitles you to substantial tax benefits, but some couples would rather keep quiet about tying the knot

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