Tax planning

The tax levers advisers should watch – whatever the Budget brings

Tax planning

The tax levers advisers should watch – whatever the Budget brings

Rather than any single flagship measure, several tax ideas keep resurfacing in the Budget debate, from property reform and a possible return of CGT indexation relief to taxing middle earners more. Michael Edwards sets out the levers advisers should have...

clock 09 October 2026 • 3 min read
Conservative party pledges to axe IHT on family homes

Tax planning

Conservative party pledges to axe IHT on family homes

Couples would also be able to pass on £1m tax free

clock 07 October 2026 • 2 min read
Six months until pensions IHT changes: Advisers await Budget clarity

Tax planning

Six months until pensions IHT changes: Advisers await Budget clarity

Advisers urged to refine plans and not rush

clock 07 October 2026 • 5 min read
Ethical adviser urges government to 'tax pollution instead of work'

Tax planning

Ethical adviser urges government to 'tax pollution instead of work'

Path Financial’s David Macdonald calls for tax system overhaul

clock 06 October 2026 • 4 min read
AJ Bell warns Budget could 'exacerbate' 76% pension lump sum withdrawal rate

Pensions

AJ Bell warns Budget could 'exacerbate' 76% pension lump sum withdrawal rate

AJ Bell has called on chancellor John Healey to commit to a pension tax lock

clock 06 October 2026 • 2 min read
Advisers urged to protect themselves if clients reject IHT planning

Tax planning

Advisers urged to protect themselves if clients reject IHT planning

Could face questions from beneficiaries

clock 02 October 2026 • 3 min read
IHT on pensions: 'A bigger deal than the government currently realises'

Tax planning

IHT on pensions: 'A bigger deal than the government currently realises'

AJ Bell's Rachel Vahey speaks at PA360 North

clock 01 October 2026 • 3 min read
UK HNW individuals' confidence falls again – Saltus

UK

UK HNW individuals' confidence falls again – Saltus

Tax and pension concerns ‘shaping’ how HNW individuals think about financial futures

clock 30 September 2026 • 3 min read
The uncapped EIS relief that may come into focus post-Budget

VCTs / EIS

The uncapped EIS relief that may come into focus post-Budget

Few expect this Budget to leave CGT rates untouched

clock 23 September 2026 • 4 min read
Budget Media Watch: Labour could scrap 'family farm tax'

Tax planning

Budget Media Watch: Labour could scrap 'family farm tax'

What the papers are saying about the Budget

clock 22 September 2026 • 2 min read