Key defences against discovery assessments

Generally, once the tax enquiry window has closed then a taxpayer is ‘safe’ from scrutiny from HMRC in respect of a…

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Time to tidy up to get full Business Property Relief (BPR)

The impending restrictions to BPR mean that from 6 April 2026, only 50% of inheritance tax (IHT) relief will be available…

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When inheritance tax can be helpful in a company of own shares

On a purchase of own shares by a company the default position is that any profit over and above the amount…

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What’s going on with the Winter Fuel Payments?

The Government recently announced a U turn on its controversial plans to scrap Winter Fuel Payments (WFP). This benefit provides individuals…

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Home is where the monogrammed cigar humidor is!

Our 2021 Tax Bite, ‘No PPR relief for traders!’ was a cautionary tale for developers moving into a property, refurbishing and…

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Timing is everything when it comes to a TRF claim!

Non-domiciled, long-term UK residents looking to take advantage of the Temporary Repatriation Facility (‘TRF’) should consider carefully how a TRF claim…

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What should you do with AIM portfolios?

Up until 5 April 2026 AIM portfolios that have been held for two years will benefit from full inheritance tax (IHT)…

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Why the new associated companies regime could lead to more companies paying quarterly instalments

For accounting periods beginning on or after 1 April 2023, HMRC introduced new associated companies rules. Prior to this date, companies…

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Remember that companies can still benefit from an indexation allowance

Many people see indexation allowances as a thing of the past (to the extent they see them at all!). To recap,…

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Failed PETS to profligate kids can still be IHT-efficient!

Perhaps the most common inheritance tax (IHT) saving strategy is for a donor to make a gift to a donee and…

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