Tax
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Tax planning and retirement income are top priorities for 2026 | Morningstar Wealth’s Steve Owen shares practical tips
With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into effect, tax planning and…
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When one becomes two: M&G’s Les Cameron shares a timely reminder of the tax advantages of marriage or civil partnerships
It may be Valentine’s Day this weekend, but Les Cameron, Head of Technical at M&G, isn’t getting too carried away with romantic…
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BPR: Why the £2.5 million allowance still demands action before April
Mary Perham and Tristan Tydings, lawyers at Charles Russell Speechlys, warn that despite the rise in the Business Property Relief allowance to…
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IHT investigations grew to almost 4,000 in the last tax year, recovering an extra £246m
The number of investigations into underpaid Inheritance Tax (IHT) rose from 3,793 to 3,977 over the course of last year*, netting HM…
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Act now. 864,000 sole traders and landlords face new tax rules in two months
Sole traders and landlords earning more than £50,000 from self-employment and property are being urged to act now with two months left…
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10 tax mistakes that could cost savers thousands this April
As the end of the current tax year rolls closer, Laura Suter, director of personal finance at AJ Bell, highlights 10 tax mistakes that…
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AJ Bell Investcentre launches a discretionary loan trust for advisers taking care of clients’ IHT and estate planning needs.
This comes following the launch of a discretionary gift trust and absolute gift trust for use with AJ Bell Investcentre General Investment Accounts (GIAs)…
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Millions missing out on tax relief as frozen thresholds push more into higher tax bands, according to Moneyfarm
Moneyfarm today issued new guidance to help UK taxpayers navigate the growing impact of frozen tax thresholds, particularly the higher rate (40%)…
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House of Lords report warns bringing pensions into IHT will create ‘significant delays and costs’
Rachel Vahey, Head of Public Policy at AJ Bell, responds to a House of Lords report warning that plans to bring unused…
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Top five tax and financial considerations for advice clients leaving the UK
Anna Warren, Tax Director at Bentley Reid, outlines the key tax and financial issues facing UK residents who relocate abroad, as new…
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