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

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

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

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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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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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The risk of relying on homemade wills was highlighted in a recent case where a will was held to be invalid. Even a well-written will must be kept up to date given the possibility of future inheritance tax (IHT) changes.

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New research has put some surprising numbers on the income needed in retirement.

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The introduction of a £500 income exemption from 6 April 2024 will impact many trusts. It comes with various complications, especially as income within the £500 exemption will still be taxable in the hands of beneficiaries.

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The number of trusts filing self-assessment tax returns for 2021/22 was 37% lower than for 2003/04. The decline comes as no real surprise given the eroding advantages of using a trust and the recent requirement to register trusts with HMRC.