With the extension of Inheritance Tax (IHT) to most unused pension funds and pension death...
Wealth & Tax Planning
Inheritance Tax on Pensions: What the April 2027 changes mean for you
For decades, pensions have sat outside the estate for Inheritance Tax (IHT) purposes, making them...
New levy on cash in stocks and shares ISAs: what investors need to know
On 23 June 2026, HMRC published its long-awaited anti-circumvention rules as part of a wider...
How a divorce can affect your pension
The Money and Pensions Service recently highlighted the fact that only four in ten UK adults...
HMRC contacting taxpayers who may have exceeded the BADR lifetime limit
HMRC has begun writing to taxpayers who claimed Business Asset Disposal Relief (BADR) in their...
Government raises IHT Relief threshold to £2.5 million for farmers and businesses
The Government announced this week a significant change to inheritance tax reliefs for...
The benefits of transferring property into a trust
Property owners should review the ownership of their property and other assets during their...
Are pensions still tax-efficient?
Change could be on the horizon for pensions. On 21st July 2025, HMRC released a formal policy...
Categories
Sign up to our newsletter
Be the first to know about our upcoming webinars, free events, guides and latest updates.
Head Office
The Oakley
Kidderminster Road
Droitwich
WR9 9AY
01905 777600
Bromsgrove Office
Regency House
48 Birmingham Road
Bromsgrove
B61 0DD
01527 889800
Birmingham Office
Lancaster House
67 Newhall Street
Birmingham
B3 1NQ
01905 777600
