Tax planning

Planning, policy and playing the long game

Tax planning

Planning, policy and playing the long game

'There are solid indicators that we should see less disruption to tax planning'

clock 05 March 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
UK sees non-dom population drop by almost 37% in 'wealth exodus'

Tax planning

UK sees non-dom population drop by almost 37% in 'wealth exodus'

Many HNW clients relocating to Greece

clock 24 February 2025 • 2 min read
Treasury bags £10.3bn in CGT receipts as Budget changes bite

Tax planning

Treasury bags £10.3bn in CGT receipts as Budget changes bite

Likely due to lots of people triggering gains ahead of Autumn Budget

clock 21 February 2025 • 2 min read
Gifting regime 'overhaul' feared as IHT take climbs again

Tax planning

Gifting regime 'overhaul' feared as IHT take climbs again

IHT receipts rise to £7bn for financial year so far

clock 21 February 2025 • 4 min read
Tax exodus and the new nomads: Why entrepreneurs are weighing their options

Tax planning

Tax exodus and the new nomads: Why entrepreneurs are weighing their options

Tax changes see entrepreneurs mull relocation

clock 19 February 2025 • 5 min read
Why a financial remedy order is essential on divorce

Tax planning

Why a financial remedy order is essential on divorce

Orders provide clarification and peace of mind

clock 18 February 2025 • 4 min read
Tony Müdd: The case for over-insurance for IHT

Tax planning

Tony Müdd: The case for over-insurance for IHT

Impact of IHT on unused pension funds

clock 11 February 2025 • 4 min read
Steve Webb: HMRC tax code stance moving in right direction but still work to do

Pensions

Steve Webb: HMRC tax code stance moving in right direction but still work to do

'HMRC has belatedly accepted that the status quo is unacceptable'

clock 05 February 2025 • 4 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read