- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

First-tier tribunal decision delivers lessons for taxpayers in R&D case

HMRC challenged whether the company’s activities linked to two waste handling projects met the statutory requirements to qualify for R&D tax relief.

YouGov poll ahead of October Budget shows over half of the British public want complete abolition of IHT

There has also been stagnating support for raising the £325k threshold at which IHT must be paid.

Netherlands drops wealth tax plans amid exodus fears

Dutch PM ditches plans to tax paper profits in favour of a capital gains levy

FEIFA partners with Tax Innovations to provide members with cross-border expertise

TI will also provide members with specialist planning for clients who are non-UK residents but own UK property

Saffery achieves highest ranking in eprivateclient’s 2026 Top Accountancy Firms listing

Widely regarded as the UK’s leading private client firm, Saffery has the UK’s largest private client team, which generated £75m fee income in FY25/26.

HNWIs rethink retirement and inheritance plans amid tax fears

The findings come as affluent households grapple with a series of tax policy debates ahead of the Autumn Budget.

Guernsey’s tax modelling is “more sophisticated” than the UK’s – 7 things we learned from P&R’s GST model audit

It also says GST could raise just £33.5m from local households – £7.5m less than the States was claiming only three days ago.

Affluent households increasingly anxious about future tax policy as Budget speculation intensifies

Budget tax speculation is fuelling uncertainty, as affluent households review retirement, pension and inheritance plans amid fears of future changes.

Royal London launches new estate and inheritance framework

It has been designed to complement Royal London’s Client Review Process (CRP)

VAT on fund management services: what does GfC20 mean for businesses?

Fund managers and service providers should review whether their agreements, pricing and day-to-day delivery support the VAT treatment being applied.

Wealth management needs new operating model

The future success for wealth managers hinges on how firms navigate growing assets, a shrinking pool of advisers and a historic transfer favouring women

HMRC assigns tax compliance managers to keep tabs on billionaires

Ultra-wealthy based overseas reminded they must ‘meet their personal tax responsibilities’ in the UK

UK State Pension to Breach Tax Threshold Under Triple Lock Uplift

The full new state pension could be worth more than £13,000 a year.

“It is investors who bear the brunt of this double taxation”

As of today, around 899 cases are ongoing, both at the administrative and judicial levels, involving a total amount of more than €1.5bn, of which just over €962m relates to principal amounts.

New State Pension payments set to exceed £12,570 tax threshold next year

That would put the full annual payment around £492 above the current £12,570 Personal Allowance.

The capital gains tax surprises that catch people out

Capital gains tax (CGT) is one area where unexpected bills can arise

The rise of branded residences: key UK tax considerations for owners and investors

The range of brands entering the space has now expanded well beyond the traditional hotel operators and we see schemes appearing in an increasingly diverse array of locations globally.

Swedish industrialist Wallenberg warns on leftwing opposition’s higher tax plans

The intervention of Wallenberg, who also chairs the Confederation of Swedish Enterprise, is significant and underscores the depth of concern from local businesspeople before an increasingly tight election on September 13.

Chancellor refuses to rule out tax rises ahead of Budget

He confirmed the Budget will take place on 28 October and said the government would seek to balance the books with a buffer against economic uncertainty.

Aof premiums - excessive levy - mass objections

Potentially excessive Aof premiums may give rise to objection procedures by employers