isis financial planners

Property and Tax Issues Home

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Isis Financial Planners' Maggie Fleming answers reader's questions in Saturday's Daily Telegraph newspaper for the Property Clinic section.

There is a wealth if information on all aspects of property and tax from Capital Gains Tax and Inheritance Tax to other technical and challenging issues of this complex subject. Click on a link below to take you to the questions and answers for a particular year.

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2010

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2008

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2006

2002 - 2005

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Thank You

"Please accept my thanks for the work you have done on my behalf. You set out my options with splendid clarity and it has been a pleasure to do business with you."

GN, Oxford

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case studies

Pension Case Studies - Income In Retirement - Annuity Purchase

"When I first met Jane I had a pension fund with a product provider which could only advise me about their own products. Once I met with Jane she advised me that the investment funds were too risky for me because I was nearly 70."

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Pension Case Studies - Income In Retirement - Drawdown

"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."

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