Nov. 11, 2025
IHT, Wills, Trusts
September 29, 2025
Inheritance tax and pensions: the follow up
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The government has replied to the responses made to last October’s consultation paper on bringing pensions within the scope of inheritance tax.
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September 22, 2025
The State pension age under review again
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Shortly before Parliament closed for its summer holidays, the government announced a review of the State pension age (SPA).
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September 1, 2025
Tax planning strategies for 2025 – IHT
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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.
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August 4, 2025
Who is making your pension fund investment decisions?
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The Government is taking an increasing interest in where pension funds are investing – or not investing.
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July 7, 2025
Using a Family Investment Company to secure and pass on wealth
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A Family Investment Company (FIC) is a valuable tool for tax-efficient family wealth planning.
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June 30, 2025
Are you sure you know your State Pension Age?
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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.
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June 2, 2025
Pensions and inheritance tax
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The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions.
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April 1, 2025
Tax planning strategies for 2025 – Succession planning and Employee Ownership Trusts (EOTs)
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Several changes were announced in the Autumn Budget that affected business owners’ succession planning. Find out how changes to EOTs, IHT, Pensions, Trusts and CGT could affect your succession plans.
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January 20, 2025
Pensions and IHT: beware April 2027
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The latest Budget move to count pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences. At present, most pension benefits payable
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November 11, 2024
The 2025 State Pension increase
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We now have a clear understanding of how much the main State Pension will increase next April.
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August 23, 2024
April 2024 changes to rules for interest earnt on service charge funds held in a trust
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With the interest rates at levels not seen for many years, it is increasingly likely that interest will arise on service charge and other funds held that will necessitate the filing of tax returns and tax becoming due.
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July 19, 2024
What the new labour government means for business
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Following their victory in the 2024 UK election, the new government have to begin to deliver on their manifesto. Heres what is will mean for businesses.
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