Take out life insurance to mitigate inheritance tax (IHT) on pensions
3rd October 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Forbes Dawson
From 6 April 2027 (if nothing changes) pension funds will be subject to 40% inheritance tax (IHT). Previously pensions were generally…
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Beware of ‘limitation of relief’ clauses in tax treaties
26th September 2025 | Posted in Articles by Forbes Dawson
There are many tax treaties between the UK and various different countries. These are agreements between the countries about who has…
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Avoid earnouts when substantial shareholding exemption is available
19th September 2025 | Posted in Articles by Andrew Marr
The substantial shareholding exemption (SSE) is a useful corporation tax relief which exempts corporate sellers from paying corporation tax on the…
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How the new merged R&D scheme can lead to late payment charges
12th September 2025 | Posted in Articles, Corporation Tax by Tom Stockton
By now, most companies are aware of the new merged R&D scheme (for more information on this see our previous tax…
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What’s all this about Angela Rayner dodging stamp duty land tax (SDLT)?
5th September 2025 | Posted in Articles, Property Tax, Stamp Duty Land Tax by Forbes Dawson
This week Forbes Dawson have been heavily involved in discussing Angela Rayner’s recent tax blunder with various UK media outlets. We…
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AI chatbot’s fantasy tax cases cost taxpayer £13k
29th August 2025 | Posted in Articles by Josh Barlow
A recent First-tier Tribunal has shone a light on the growing risks of taxpayers turning to artificial intelligence for self-help. In…
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Why the wealthy are flooding back to the UK
22nd August 2025 | Posted in Articles, IHT by Andrew Marr
You may have looked twice at this title because a truer statement is perhaps that the wealthy are leaving the UK…
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Give away the family home to reduce IHT!
15th August 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
Hopefully quite a few readers have reacted to this title by saying (or thinking!) something like “You can’t get a family…
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Don’t forget about the inheritance tax disadvantages of personal holding companies
8th August 2025 | Posted in Articles, Business Property Relief, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
Although Business Property Relief (BPR) is being ‘watered down’ from 6 April 2026 it is still an important relief from inheritance…
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Deeds of variation can reduce SDLT!
1st August 2025 | Posted in Articles, Stamp Duty Land Tax by Andrew Marr
When a person dies it is possible to amend their will for most practical purposes if this is done within two…
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