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Tax planning

BPR changes versus commercial reality: Minority shareholders in focus

Tax planning

BPR changes versus commercial reality: Minority shareholders in focus

'Someone is sitting in the shade today because someone planted a tree a long time ago'

clock 05 March 2026 • 4 min read
Business asset disposal relief, CGT and the importance of planning for owner-managers

Tax planning

Business asset disposal relief, CGT and the importance of planning for owner-managers

‘For advisers, this reinforces the value of integrated advice’

clock 04 March 2026 • 4 min read
Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue

Tax planning

Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue

Behavioural responses to the measures ‘particularly uncertain’

clock 03 March 2026 • 2 min read
Spring Statement: What to expect from chancellor Rachel Reeves' speech

UK

Spring Statement: What to expect from chancellor Rachel Reeves' speech

To take place on 3 March

clock 27 February 2026 • 4 min read
Offshore bonds explained - how they work and what clients they are suitable for

Tax planning

Offshore bonds explained - how they work and what clients they are suitable for

Resurgence in interest over the past few months

clock 24 February 2026 • 5 min read
IHT receipts continue climb to £7.1bn

Tax planning

IHT receipts continue climb to £7.1bn

Experts note ‘fairly modest’ growth

clock 20 February 2026 • 3 min read
How clients can talk discreetly to their parents about inheritance planning

Tax planning

How clients can talk discreetly to their parents about inheritance planning

'It's essential for clients to remain patient, empathetic, and understanding'

clock 16 February 2026 • 5 min read
Finance Act 2006 turns 20: Why adviser awareness is critical

Tax planning

Finance Act 2006 turns 20: Why adviser awareness is critical

Planning considerations for new trusts

clock 11 February 2026 • 6 min read
Onshore bonds are back – but who is leading the call for their return?

Tax planning

Onshore bonds are back – but who is leading the call for their return?

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'

clock 11 February 2026 • 5 min read
Simple savings vehicle for disabled clients welcomed as 'groundbreaking'

Tax planning

Simple savings vehicle for disabled clients welcomed as 'groundbreaking'

Potential to widen access ‘if implemented well’

clock 05 February 2026 • 4 min read
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