UHY Ross Brooke Chartered Accountants

Category: All insights

IHT inheritance tax planning and gifts

Pensions Tax Reform and IHT Seminar – Sign-up

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

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hmrc claim for overpayment

Beware 67% pensions tax trap

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

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tax investigation insurance

HMRC investigations recover 23% more tax

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

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In the know TAX #5: the tax changes making the headlines

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

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charity audit and accountancy advice

What your charity needs to know for 2026-27

Our tenth consecutive Charity and NFP Sector Outlook provides a practical and forward-looking guide to the issues that matter most to charities right now written by our team of charity experts. The 2026/27 charity and not-for-profit sector outlook arrives at a pivotal moment. The finalisation of the new Charities SORP

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companies house update

Companies House and the IPO warn about fake payment requests

Companies House and the Intellectual Property Office (IPO) are asking businesses to take special care of misleading requests for payment sent by fraudulent organisations. Invoices are being sent to companies that request payment for Companies House and IPO services. They may be posted to a company’s registered office address or

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charity regulations - audits and accounts

Going concern for charities when funding is uncertain

Going concern is one of the most pressing governance challenges facing charities today, with rising costs, volatile donations and uncertain grant funding. What do trustees need to know? By Caroline Webster For many charities, going concern is an ongoing governance issue. Costs continue to rise, donations remain volatile and grant

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charity regulations - audits and accounts

Data law change relaxes consent rules for charities

The Information Commissioner’s Office (ICO) has published final guidance on the new ‘charitable purposes soft opt-in’ provision introduced by the Data (Use and Access) Act 2025. The provision means that charities can send direct marketing by electronic mail, including emails, texts and direct messages on social media, to people who

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