Tax planning

Average property value exceeds £862,000

Finance Secretary Shona Robison delivers 2026/27 Budget speech

'The key is correctly identifying each category and modelling the two methods side by side'

Change takes effect from 6 April 2026

£5.8bn for first eight months of 2025/26

'Income tax rate changes, but not the ones we were expecting'

'It's a great pity HMRC couldn't have been a bit braver and taken the sensible approach'

'People are not buying into the chancellor's message that the UK is pro-business'

Eight key takeaways

With Inheritance Tax expanding and pensions coming into scope, now is the time for advisers to engage clients. Discover how to turn uncertainty into opportunity with strategic estate planning conversations.