NEW Articles7 Aug 2026
Deprivation of assets under watch
From April 2027, changes to inheritance tax on pensions are prompting many to review their estate plans, but these decisions could have unexpected implications for long-term care costs.
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Articles16 Jun 2026
Pension scams warning
Anyone confused or anxious about the inheritance tax (IHT) changes being introduced for pensions needs to be aware that scammers might try to target their savings.
Articles11 May 2026
The ‘mansion tax’ and property prices – what’s to come?
Further details have emerged about the potential impact of the ‘mansion tax’ announced in the last Budget.
Articles15 Apr 2026
A light shone on the limits of the IHT gift rule
The normal expenditure out of income exemption allows individuals to make gifts during their lifetime that are immediately exempt from inheritance tax (IHT) – there is no seven-year wait. A recent case heard by the First-tier Tribunal (FTT) has cast some light on what is meant by ‘normal expenditure’.
Articles10 Mar 2026
Are you ready for April’s tax and pension changes?
6 April brings a variety of changes to the tax rules.
Articles24 Feb 2026
Have you considered using an accountant for probate?
When probate is mainly about finances, working with an accountant can make the process clearer, more efficient, and often more cost-effective.
Articles23 Feb 2026
Should you put your property portfolio into a company?
With a marked rise in the setting up of property investment companies in 2025, should you consider putting your investment properties into a company?
Articles11 Nov 2025
Making Tax Digital exemptions
In less than six months, Making Tax Digital (MTD) will become mandatory for sole traders and landlords with an annual income of more than £50,000. However, some may be able to avoid the requirements.