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Tax planning

Mitigating CGT becoming more important for clients

Tax planning

Mitigating CGT becoming more important for clients

A quarter of planning firms flag this, Saltus research finds

clock 16 June 2026 • 2 min read
IHT on pensions: Advisers on a new way of working

Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

clock 10 June 2026 • 8 min read
New tax powers can trace money – home and away

Tax planning

New tax powers can trace money – home and away

Tightened border controls could trigger tax probes

clock 10 June 2026 • 3 min read
Breaking the last-minute tax planning cycle

Tax planning

Breaking the last-minute tax planning cycle

'Tax year-end remains one of the most stressful times for advice professionals'

clock 10 June 2026 • 3 min read
Labour leadership contest: What a change could mean for IHT on pensions

Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

clock 28 May 2026 • 6 min read
Tax-efficient investments: Client needs that cannot be ignored

Tax planning

Tax-efficient investments: Client needs that cannot be ignored

'The reality is that tax planning is fast becoming the dominant theme of advice'

clock 27 May 2026 • 5 min read
IHT on pensions: 'HMRC wants to have its cake and eat it'

Tax planning

IHT on pensions: 'HMRC wants to have its cake and eat it'

IHT on pensions comes into effect in April 2027

clock 26 May 2026 • 4 min read
CGT receipts dip but fiscal drag to drive 'sustained increase'

Tax planning

CGT receipts dip but fiscal drag to drive 'sustained increase'

Has revenue raised from changes ‘had its peak?’

clock 22 May 2026 • 2 min read
April IHT receipts lower than last year but net continues to 'widen'

Tax planning

April IHT receipts lower than last year but net continues to 'widen'

Advisers gear up for pensions addition from April 2027

clock 22 May 2026 • 3 min read
Wes Streeting proposes 'wealth tax that works' CGT overhaul

Tax planning

Wes Streeting proposes 'wealth tax that works' CGT overhaul

Labour leadership hopeful outlines CGT reform plans

clock 21 May 2026 • 5 min read
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