Wealth Protection Report
Understand your options before you make your next move. Explore UK and international tax guidance for business owners, property investors and families planning ahead.
Protect & pass on wealthInheritance tax, gifts and family succession.
Plan for your businessCompany profits, ownership and business exits.
Think across bordersResidence, overseas income and moving abroad.
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Build your free checklist →Explore a simple estate calculation, residence allowance taper and a seven-year cash-gift scenario.
Explore your estate →Compare personal, joint and company ownership, including annual tax, dividends and retained company cash.
Compare annual cash flow →Prepare for arrival with overseas income, investments and family arrangements in view.
View your planning checklist →Connect company profits, family ownership and business exit plans.
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Read a free extract from Tax Planning With Double Tax Treaties 2025/26, see what the full edition covers and explore the member book collection.
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Our archive spans several tax years. Check each article's publication date; older analysis may describe rules that have since changed. New planning guides appear alongside the historical archive.
A charitable legacy can reduce the inheritance tax rate on qualifying estate components. The test uses a statutory baseline, so 10% of the headline estate value is not the calculation. ... keep reading
The proposed April 2027 savings rates change the return from taxable cash. Check allowances, ownership and access needs before comparing a bank account with a cash ISA. ... keep reading
The proposed relief targets a narrow combination of early ownership, UK residence, business scale and growth. A founder’s job title and a successful sale will not establish eligibility. ... keep reading
A Budget measure would remove tax arising solely from certain death benefits being paid after two years. Check the payment date, age at death and available allowance before assuming a payment is tax-free. ... keep reading
The Budget adds another two percentage points to the property rates planned for April 2027. Separate the current year's liability from next year's forecast and stress-test the cash left after tax. ... keep reading
A proposed halving of the BADR lifetime limit from April 2027 could change the net proceeds from an exit. Recheck earlier claims, deal timing and eligibility before acting. ... keep reading
A foreign deduction is not automatically fully creditable in the UK. Separate the treaty entitlement, any overseas refund and the UK tax attributable to the same income. ... keep reading
Mortgage interest can reduce the cash left from a letting without reducing taxable rental profit. Check the basic-rate tax reduction and any unused finance costs carried forward. ... keep reading
A gift can create a market-value capital gain without providing cash to pay the tax. Check eligibility, the recipient's future cost and the joint claim before transferring business assets. ... keep reading
