The government has now responded to the many submissions made in reaction to last October’s consultation on extending inheritance tax (IHT) to pension death benefits. In the Autumn 2024 Budget, the Chancellor announced two major IHT reforms. The first, set … Continue reading →

Just before Parliament broke for its summer recess, the government quietly announced a fresh review of the State Pension Age (SPA),a move that could have long-term implications for family-run businesses. Pension policy has long been a politically sensitive issue. The … Continue reading →

With potential changes to Individual Savings Accounts (ISAs) on the horizon in the Autumn Budget, the Lifetime ISA (LISA) is under critical review, raising questions about its viability for long-term financial planning.   Launched in April 2017 in George Osbourne’s final … Continue reading →

As summer gives way to the final fiscal quarter, attention turns once again to the Autumn Budget and with it, renewed speculation around tax reform. For business owners managing intergenerational wealth and individuals approaching retirement with substantial pension arrangements, this … Continue reading →