UHY Ross Brooke Chartered Accountants
We Will Discuss Why Waiting Could Cost More Than You ThinkThe importance of planning before circumstances – or rules – change. Trusts Beyond the MythsWhy trusts are no longer just for the wealthy. The Forgotten IHT ExemptionHow regular gifts out of income can pass wealth tax-efficiently during your lifetime. Trusts
Your Pension Could Soon Form Part of Your Taxable Estate For many people, a pension has long been seen as more than just a retirement pot. With careful planning, unused pension funds could be passed to children or grandchildren free of inheritance tax. From 6 April 2027, that changes, and
HMRC recovered £6.3bn from 255,000 investigations into individuals and small businesses last year, with the average yield per investigation rising 23% to £24,700. Increasing tax complexity is leaving small businesses exposed, often through no fault of their own. By Phil Kinzett-Evans Press release covered in SME Magazine, Business & Accountancy
Keeping up with tax and regulatory change is no small task. The June 2026 edition of ‘In the know: tax’ brings together the key developments businesses and individuals need to be aware of right now, clearly explained and with practical guidance on next steps. This edition covers a wide range