Tax
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TYE 2025: Dynamic Planner share the checklist that advisers need for the tax year-end
As the tax year end approaches, Steph Willcox FIA C.Act, Head Actuary, Dynamic Planner shares her short checklist that advisers should consider…
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HMRC ramps up successful investigations into tax evasion in the last year – Pinsent Masons
The number of criminal investigations completed by HMRC has increased 11% to 386 from 347, says multinational law firm Pinsent Masons, in…
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Families look to protect estates as inheritance tax receipts rise 11%
Inheritance Tax receipts for April 2024 to January 2025 are £7.0 billion, which is £0.7 billion higher than the same period last…
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AJ Bell’s Laura Suter highlights 10 smart tax moves ahead of TYE
With less than two months remaining until the end of the current tax year, Laura Suter, director of personal finance at AJ…
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IFAs increasingly concerned about tax changes following Autumn Budget
Independent financial advisers (IFAs) are increasingly concerned about tax changes, according to research and insight agency Opinium’s latest IFA Barometer, which tracks adviser views…
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“Couples can also benefit from the marriage allowance, which reduces the tax bill by up to £1,037.50 per year, especially if one spouse annually earns less than £12,570″
Ahead of Valentine’s Day (14th February), Eleanor Levy, CCO of now:pensions, comments: “It’s often said that the key to a successful marriage or long-term relationship is clear…
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£110 million windfall for HMRC as estimated 1.1 million late with tax returns
Over 11.5 million taxpayers met the self-assessment deadline last Friday, according to figures released by HMRC. But an estimated 1.1 million failed to…
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HMRC suspects wealthy people underpaid £325m in IHT – crackdown likely in 2025
HMRC believes up to £325m in IHT has been underpaid by wealthy taxpayers in the last year (year-end March 31), says UHY…
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Making tax bills more manageable in self-assessment season
Many have welcomed the introduction of Basis Period Reform, which will simplify self-assessment reporting for all unincorporated businesses ensuring returns are based…
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Making good law – how does the pensions and IHT shake up compare? Legal insight from Eversheds Sutherland’s Goodwin
Jeremy Goodwin, Partner and Head of Pensions at global top 10 law practice, Eversheds Sutherland, shares his analysis into the recent Budget changes to bring most…

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