Tax planning

Under pressure to file necessary paperwork with tight deadlines

An estimated one million did not file on time

Reminded to include cryptoassets in IHT returns

Response to CGT and IHT changes

'The introduction of IHT on pensions represents a fundamental shift in wealth transfer planning'

Robust cross-border planning essential

The UK has no dedicated immigration route for internationally mobile private wealth

April – December 2025 saw Treasury net £6.6bn from estates

Last two Budgets have ‘caused a lot of uncertainty, a lot of disruption’

'People feel that they can trust what they see on social media'