Wealth and Tax Planning
Blogs, Articles, and Downloadable Resources
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...
From Remittance Basis to FIG: A new era for Non-Doms
On 6 April 2025, the UK tax landscape changes as the Foreign Income and Gains (FIG) regime...
Understanding the coming changes to Inheritance Tax
Inheritance tax (IHT) in the UK is on the rise, with government receipts reaching £7 billion...
Understanding the 2024 Changes to Business Property Relief (BPR)
The 2024 Autumn Budget, presented by Chancellor Rachel Reeves, proposed significant changes to...
Changes to High Income Child Benefit Charge: What you need to know.
In the 2024 Spring Budget announcement, the Chancellor increased the high-income child benefit...
Retirement and pensions round-up
What happens to your pension when you die? A recent survey by the Money and Pensions Service...
Making a will
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Saving for a pension when self-employed
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How small business owners can prepare for retirement
We’ve listed some of the key questions small business owners may want to ask themselves when...
Wealth & Tax Planning Podcast Episodes
S2:E10
Company Valuations
In this episode listen to our Corporate Strategy Specialist, Stephen Dear, discuss everything about company valuations!
S2:E11
Autumn Statement
In this episode listen to our team of experts breakdown the Autumn Statement and how it may affect you and your business.
S2:E12
Employee of the Month Spotlight
In this episode, Neil & Marc speak to some of our employees of the months from 2023!
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