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Tax and legislation
Read our latest bulletins for insight into the latest tax and legislation changes.
Tax efficient investing
25/02/2026
Following pension freedoms in 2015, pensions became firmly established as the core tax wrapper for long term savings.
End of tax year
11/02/2026
The current tax year ends on 5 April 2026. This means we are reaching an important period for financial planning where various allowances for 2025/26 expire, before resetting on 6 April.
Inheritance tax and income tax on pensions
04/02/2026
Since pension freedoms, pensions have been a useful and tax-efficient way to pass wealth down to future generations.
Read our inheritance tax and income tax on pensions bulletin
Autumn budget 2025
26/11/2025
This year’s much-anticipated Autumn Budget delivered the Chancellor’s latest fiscal update, setting out further measures aimed at stability and long-term growth.
Estate planning post budget
19/12/2024
Steep rises to inheritance tax (IHT) announced at the budget have greatly increased the potential tax burden on estates and brought many more individuals into the scope of IHT, many of whom won’t consider themselves particularly affluent.
Autumn Budget 2024
31/10/2024
This was the new Chancellor’s first post-election Budget (and Labour’s first Budget since 24th March 2010 when Alistair Darling was Chancellor).
Spring Budget 2024
07/03/2024
This year’s Spring Budget is an election Budget and is likely to be the government’s final Budget before the next UK general election.
Summary of Autumn Budget 2023
22/11/2023
The main measures announced in the Autumn Statement were tax breaks for business and reductions to National Insurance rates.
Difficulties of assets when you die
05/09/2023
Most people are aware of the importance of making a Will to help ensure that their estate will be distributed according to their wishes.
Gender pay gap and pensions gap
19/07/2023
Over the years, increasing attention has been given to the fact that men historically earn more than women – the ‘gender pay gap’ and how to close or narrow this gap.
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