Insights

IHT, Wills, Trusts

Increased cost for copies of grant of probate
February 9, 2026

Increased cost for copies of grant of probate


Categories:

While the cost of obtaining probate in England and Wales remains the same, the cost for each official copy of the grant has increased significantly.

Read More
Untangling red tape on company reporting
January 12, 2026

Untangling red tape on company reporting


Categories:

Some Government plans on company reporting are set to tighten but latest announcements suggest a move in the opposite direction.

Read More
business propoerty & assets
December 23, 2025

Inheritance tax thresholds raised: What it means for business owners & farmers


Categories:

From April 2026, the Agricultural Property Relief (APR) and Business Property Relief (BPR) thresholds will rise from £1 million to £2.5 million. This will allow spouses or civil partners to pass on up to £5 million of qualifying assets before inheritance tax becomes due.

Read More
IHT
December 10, 2025

Tax planning strategies for 2026 – Reducing your IHT bill


Categories:

The changes in recent Budgets that affect the passing on of your estate are complex and far-reaching for business owners and farmers. Find out about 2026 changes.

Read More
Houses of Parliament Budget 2025
November 26, 2025

Autumn Budget 2025 – Our Analysis


Categories:

Today’s UK Budget has delivered a wide range of measures set to shape the financial landscape for businesses over the coming years. After months of speculation and with a much

Read More
Inheritance tax and pensions: the follow up
September 29, 2025

Inheritance tax and pensions: the follow up


Categories:

The government has replied to the responses made to last October’s consultation paper on bringing pensions within the scope of inheritance tax.

Read More
The State pension age under review again
September 22, 2025

The State pension age under review again


Categories:

Shortly before Parliament closed for its summer holidays, the government announced a review of the State pension age (SPA).

Read More
IHT
September 1, 2025

Tax planning strategies for 2025 – IHT


Categories:

Changes announced in the Autumn Budget will have a significant impact on business owners and farmers from April 2026. Find out how to minimise your IHT bill in 2025 here.

Read More
Who is making your pension investment decisions?
August 4, 2025

Who is making your pension fund investment decisions?


Categories:

The Government is taking an increasing interest in where pension funds are investing – or not investing.

Read More
Using a Family Investment Company to secure and pass on wealth
July 7, 2025

Using a Family Investment Company to secure and pass on wealth


Categories:

A Family Investment Company (FIC) is a valuable tool for tax-efficient family wealth planning.

Read More
Increased cost for copies of grant of probate
June 30, 2025

Are you sure you know your State Pension Age?


Categories:

Changes to State Pension Age have proved fertile grounds for controversy. The phasing in of the next SPA increase to 67 starts in less than a year.

Read More
Inheritance tax and pensions: the follow up
June 2, 2025

Pensions and inheritance tax


Categories:

The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions.

Read More

Search by