Insights

IHT, Wills, Trusts

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
Are you sure you know your State Pension Age?
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
Image
April 1, 2025

Tax planning strategies for 2025 – Succession planning and Employee Ownership Trusts (EOTs)


Categories:

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.

Read More
Image
January 20, 2025

Pensions and IHT: beware April 2027


Categories:

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

Read More
Image
November 11, 2024

The 2025 State Pension increase


Categories:

We now have a clear understanding of how much the main State Pension will increase next April.

Read More
Image
August 23, 2024

April 2024 changes to rules for interest earnt on service charge funds held in a trust


Categories:

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.

Read More
Image
July 19, 2024

What the new labour government means for business


Categories:

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.

Read More

Search by