Insights

Personal Tax

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October 1, 2025

Tax planning strategies for 2025 – CGT


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With a significant increase to the lower rate of Capital Gains Tax (CGT) from 2024 and beyond, business owners need to consider when to sell their business. Doing so sooner could save considerable Capital Gains Tax.

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Inheritance tax and pensions: the follow up
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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The State pension age under review again
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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Company car popularity rises
September 8, 2025

Company car popularity rises


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New research from HMRC show company cars are becoming more common – and greener.

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IHT
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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Who is making your pension investment decisions?
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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Person working on calculator
July 28, 2025

HMRC suffers from too much tax due on interest


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Taxpayers relying on HMRC to sort out the tax due on interest are given a warning.

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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


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

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The cost of tax HMRC
May 12, 2025

The cost of tax


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HMRC may not have as many friends as it claims to have ‘customers’, but is it value for money? We explore the findings of the National Audit Office’s report.

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Digital
April 16, 2025

Making Tax Digital – Income Tax from 6 April 2026


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HMRC is modernising the UK tax administration system to enable real-time digital reporting. Making Tax Digital (‘MTD’) is a key part of this initiative, requiring taxpayers to maintain digital records

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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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March 11, 2025

Tax planning strategies for 2025 – Tax efficient profit extraction


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In recent years, the changes in Corporation Tax rates, National Insurance, tax-free dividend allowance and dividend tax rates, has altered the advice each business owner requires to ensure their company profits are extracted in a tax-efficient way.

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