Wealth Management News

Will IHT reform affect your pension?

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Pensions can be a powerful way to pass wealth on to your family in a tax-efficient manner. Under current rules, most defined contribution pensions are not counted as part of your estate for Inheritance Tax purposes. This means they can often be passed on without any IHT to pay, especially if you die before the […]

Business News

Unlocking growth: Grant funding

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Grants are available to businesses in a wide variety of sectors, but unfortunately, too many businesses miss out on this vital form of funding. An overreliance on loans puts your business in the risky position of struggling to repay debts during periods of poor cash flow. Grants offer a much safer form of funding. Unlike […]

Business News

Should I be worrying about the size of my pension? IHT reform raises questions about this tax-efficient investment

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For a long time, pensions have offered a tax-efficient way to pass on wealth to the next generation. Under current rules, most defined-contribution pensions sit outside your estate for Inheritance Tax (IHT) purposes. This can mean they are passed on entirely free from IHT, particularly if death occurs before age 75. What changes are coming […]

Specialist Tax News

Legislation day 2025 – what was published?

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On ‘Legislation Day’ (21 July 2025), HM Treasury released a range of draft legislation and tax documents. The key measures to be implemented by the new legislation can be categorised into the following areas: Closing the tax gap Several measures are proposed that will target tax avoidance. In addition, tax agents will be required to […]

Specialist Tax News

HMRC’s transformation roadmap

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On 21 July 2025, HMRC launched their Transformation Roadmap, which sets out ambitious plans for HMRC to become a digital-first organisation by 2030, with 90% of customer interactions taking place digitally. This compares to 76% as at today. HMRC will automate tax wherever possible and offer new digital self-serve options across a number of tax regimes. […]