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As we reach the final quarter of the year, the tax landscape continues to evolve, bringing with it both challenges and opportunities for our clients. In particular for those impacted by the significant changes announced to Inheritance Tax Reliefs announced at the last Budget.
Many people are taking steps to consider their position now, with reports of a 60% increase in the pension commencement lump sum (formerly called the tax-free lump sum) being taken over the past year.
With that in mind, we look ahead to the upcoming Budget on 26 November. The Chancellor warned in August that tax rises will be needed to fill the £51 billion black hole. So, with pre-Budget planning more important than ever, we’ll share insights that help explore some of the areas you may wish to consider in the next few weeks – whilst we still have certainty of the current rules.
This edition includes articles on:
Inheritance Tax Planning Ahead of the 2025 Budget
Making Tax Digital: Your Questions Answered
How Pre and Post-Nuptial Agreements Can Help Protect Family Wealth
Trusts and Inheritance Tax: What the 2026 BPR and APR Changes Mean For You
Protecting Your Pension: The Impact of the 2027 IHT Rules
Understanding the DIY Housebuilder VAT Scheme
We hope you’ll find this edition informative and thought-provoking. And, as always, please get in touch if you’d like to discuss any of the topics in more detail.
P.S. We’ll once again be hosting our free Budget Breakfast events in person and online on Thursday 27 November– we’d love to see you there. Book your place now.
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