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

Six costly inheritance tax mistakes families must avoid

Head of estate planning Ian Dyall: Watch out for these commonplace ‘DIY estate planning’ misconceptions and oversights

Ukraine, Germany sign new double taxation avoidance agreement

The new agreement updates taxation approaches in accordance with Organization of Economic Cooperation and Development standards and changes tax rates on passive income in the source state.

Hold and review: An approach for investments and tax

Circumstances may change and regular review is crucial, but the aim is to accrue value over time.

Why inheritance tax proves Britain is grotesquely unequal

The real question is not whether the government can afford to, or should, tax wealth.

Utmost warns UTT extension could fuel further exodus of wealthy individuals

The Uncertain Tax Treatment rules were first introduced in 2022 to close the tax gap

Seizing the 2027 Mandate: How advisers can capitalise on the end of pension IHT exemptions

Capitalising on this shift will mean looking beyond the technicals and viewing it through with a growth and transition lens.

Frozen thresholds drive millions into higher tax bands | Additional rate taxpayers rocket 57%

“HMRC data reveals how the powerful tide of fiscal drag is increasing the UK tax burden by sweeping millions into higher tax brackets, and into paying tax for the first time"

Number of higher and additional‑rate taxpayers soar as frozen thresholds reshape the taxpaying public

This shift is no longer confined to traditionally high‑paid professions.

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

Fifth consecutive year of record growth for IHT receipts

Aberdeen ramps up support as tax year demand rises

The provider said the rise reflects the increasing complexity of financial planning, with advisers requiring more support during a busy and time-sensitive period.

Wealth taxes face design flaws, compliance gaps, EU study finds

It is published in two volumes, with the first surveying academic research across five categories of taxes and mapping wealth-related tax regimes in EU Member States.

UK inheritance tax: The mounting impact on British families

Inheritance tax (IHT) has quietly become one of the UK Treasury’s most reliable revenue raisers.

HS278 Temporary non-residents and Capital Gains Tax (2026)

There can also be tax payable on certain income accruing during a period of temporary non-residence.

Tax rules for employment intermediaries

This Inbrief focuses on the employment intermediary or agency rules.

HMRC allowance to be slashed with six million UK households warned

Lubbock Fine Wealth Management data shows only 740,000 people out of 7.1 million savers who hold a cash ISA also have a stocks and shares ISA.

Andrew Tully: Pensions face a new tax reality

Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value.

Grant Thornton plans 30% graduate hiring boost

The private equity-backed accountancy firm bucks the trend with higher entry-level hiring

Inheritance tax climbs past the 2023/24 total and CGT soars

The impact of higher borrowing costs and renewed volatility in energy markets will appear in future releases, not today’s data.

Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent

These proposals mean the process at death is likely to become more complex, with delays also anticipated in payments to non-exempt beneficiaries.

Inheritance tax on pensions gets the final green light despite industry pushback

From April 2027, pensions will form part of someone’s estate for IHT purposes when they die