Tax planning

OBR forecasts rise in IHT and CGT take as ageing population increases

Tax planning

OBR forecasts rise in IHT and CGT take as ageing population increases

Expected to increase from 1.4% to 2.2% of GDP

clock 08 July 2026 • 2 min read
Incoming IHT on pensions drives gifting surge

Tax planning

Incoming IHT on pensions drives gifting surge

Affluent individuals change behaviour

clock 30 June 2026 • 2 min read
Treasury confirms 22% stocks and shares ISA cash interest charge

ISAs

Treasury confirms 22% stocks and shares ISA cash interest charge

Part of cash ISA reforms published today

clock 23 June 2026 • 3 min read
May CGT receipts bring in £64m less than last year

Tax planning

May CGT receipts bring in £64m less than last year

CGT receipts reached £168m compared to £232m last year

clock 19 June 2026 • 2 min read
Tax a 'significant issue' for clients but capital loss tops concerns

Your profession

Tax a 'significant issue' for clients but capital loss tops concerns

IHT on pensions concern near universal, Schroders finds

clock 02 June 2026 • 3 min read
'No surprise' – IHT receipts rise with record year expected

Tax planning

'No surprise' – IHT receipts rise with record year expected

Hit £7.7bn for year to February

clock 20 March 2026 • 3 min read
Tax changes cause increase in client worry

Tax Planning

Tax changes cause increase in client worry

More than half now more worried about tax now than a year ago

clock 10 March 2026 • 2 min read
Business asset disposal relief, CGT and the importance of planning for owner-managers

Tax planning

Business asset disposal relief, CGT and the importance of planning for owner-managers

‘For advisers, this reinforces the value of integrated advice’

clock 04 March 2026 • 4 min read
Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue

Tax planning

Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue

Behavioural responses to the measures ‘particularly uncertain’

clock 03 March 2026 • 2 min read
Offshore bonds explained - how they work and what clients they are suitable for

Tax planning

Offshore bonds explained - how they work and what clients they are suitable for

Resurgence in interest over the past few months

clock 24 February 2026 • 5 min read