The new allure of EIS for members of pension schemes

It is now almost old news that from 6 April 2027, pension schemes will be subject to inheritance tax (IHT). After…

Read more

Pension IHT advantages of going to Dubai to die

Despite the rather flippant title, we are tentatively considering a rather extreme tax planning option to combat the high effective tax…

Read more

Don’t give up on EMI schemes too quickly!

Enterprise Management Incentive (EMI) schemes provide a tax efficient way of incentivising key employees with share-based rewards. Typically, an EMI scheme…

Read more

Death to inheritance tax (reliefs)

With more drama than the TV show Succession in last week’s Budget, the introduction of a reduction to Business Property Relief…

Read more

Tax Table 2025

Following the recent Budget please follow this link to our table summarising the tax rates for the 2025/26 tax year. As ever we…

Read more

The great pension 70.5% tax raid of 2024

When Rachel Reeves casually announced on Wednesday that pensions would be subject to 40% inheritance tax (‘IHT’), I was unsurprised. Currently,…

Read more

 

Search

Archives

Sign up for our newsletter

Interested in receiving the latest tax planning ideas?

Sign up to Tax Bites – our weekly update offering practical but effective tax saving tips.

Contact Us

You can use this form to request us to give you a call or if you prefer just leave us a message. Please be sure to leave us a contact number or email address for you and we will get back to you as soon as we can.

Phone
0161 927 9277

Email
office@forbesdawson.co.uk

Address
Fairbank House
Ashley Road
Altrincham
Cheshire
WA14 2DP