Tax Planning

HMRC continues to see raft of pension tax overpayment claims

Tax Planning

HMRC continues to see raft of pension tax overpayment claims

Claim numbers hit 12,767 in second quarter

clock 30 July 2025 • 2 min read
Economists pen open letter calling for a UK wealth tax

Tax Planning

Economists pen open letter calling for a UK wealth tax

‘A progressive wealth tax is a critical step forward’

clock 29 July 2025 • 3 min read
TISA and industry urge government to rethink IHT on pensions

Tax Planning

TISA and industry urge government to rethink IHT on pensions

Research proposes simpler alternatives

clock 14 July 2025 • 5 min read
Supreme Court hands down landmark ruling in banker's divorce tax planning case

Tax Planning

Supreme Court hands down landmark ruling in banker's divorce tax planning case

‘Significant implications for treatment of non-matrimonial assets on divorce’

clock 02 July 2025 • 6 min read
IHT rule changes spark adviser-led surge in estate planning and charitable giving

Tax Planning

IHT rule changes spark adviser-led surge in estate planning and charitable giving

Upcoming changes already beginning to influence charitable will-writing and estates market

clock 16 June 2025 • 3 min read
Are protection policies the key to avoid increased IHT bills?

Protection

Are protection policies the key to avoid increased IHT bills?

Changes have put life cover ‘firmly back into conversation’

clock 08 May 2025 • 4 min read
Advisers see higher client demand as tax changes and rumours cause confusion

Tax Planning

Advisers see higher client demand as tax changes and rumours cause confusion

See opportunity to provide ‘much-needed’ clarity

clock 23 April 2025 • 2 min read
HMRC to raise £110m per year by cutting IHT relief on AIM shares

Tax Planning

HMRC to raise £110m per year by cutting IHT relief on AIM shares

Will make gifting a more attractive option to investors

clock 22 April 2025 • 2 min read
Advisers worry about pension and IHT changes as clients feel impact

Tax Planning

Advisers worry about pension and IHT changes as clients feel impact

Advice landscape has ‘fundamentally shifted’

clock 20 March 2025 • 2 min read
More than one in five UK adults lack confidence in inheritance planning

Tax Planning

More than one in five UK adults lack confidence in inheritance planning

Retirement planning and investments also areas where people lack confidence

clock 20 November 2024 • 1 min read