A Quiet Change With Real Consequences On 30 June 2026, amended money laundering regulations changed the rules for the Trust Registration Service. The reform widens registration requirements for some trusts — particularly certain non-UK trusts with UK connections —...
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TLDR: Pensions and Inheritance Tax From April 2027
From 6 April 2027, most unused pension funds and death benefits will count towards your estate for inheritance tax — legislated in Finance Act 2026, with HMRC's technical note (updated 29 May 2026) setting out the mechanics. Pensions stop being the tax shelter that...
How to Safeguard Business Shares for Inheritance
A successful business can be a family’s most valuable asset, yet its shares are often left out of estate planning until a health scare, retirement or unexpected death makes the risk impossible to ignore. Knowing how to safeguard business shares inheritance involves...
Pensions Come Into the Inheritance Tax Net on 6 April 2027 — What Families Should Be Doing in the Twenty Months Left
The Single Biggest Change to Estate Planning in a Generation For the last decade, pensions have been the most inheritance-tax-efficient asset most families own. Advice was straightforward: spend other savings, leave the pension untouched, pass it on outside the...
TLDR: HMRC’s £1.36 Billion Inheritance Tax Clawback
HMRC has recovered an extra £1.36 billion from inheritance tax investigations over the past five years, while IHT receipts hit a record £8.5 billion. The proportion of UK deaths triggering an IHT bill is now the highest in almost twenty years. The new battleground is...
HMRC Has Clawed Back £1.36 Billion in Underpaid Inheritance Tax — And Property Valuations Are the New Battleground
A Record Year for Inheritance Tax — and for Enforcement Inheritance tax receipts reached a record of nearly £8.5 billion in the last tax year. What has received far less attention is how much of that money HMRC had to go and find. New figures show that investigations...
How to Avoid Probate Delays for Your Family
When someone dies, a delay in dealing with their estate can leave property unsold, business decisions on hold and family members unable to access funds when they need them most. Understanding how to avoid probate delays is therefore not simply about paperwork. It is...
TLDR: Good to Great by Jim Collins — Lessons for Business Owners
Jim Collins studied 1,435 companies over 40 years to find out why some make the leap from good to great while others never do. The answer was not celebrity leadership, breakthrough technology, or being in a glamorous industry. It was discipline. The key ideas: Level 5...
Good to Great by Jim Collins — What Separates the Companies That Make the Leap from Those That Don’t
The Question Behind the Research Jim Collins and his research team spent five years asking a single question: why do some companies make the leap from being merely good to being truly great — and sustain that greatness — while others in the same industries, with the...
Free Estate Planning Guide
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.