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

HNWIs have no written record of what they have gifted to loved ones complicating IHT

This is a smart way to manage inheritance tax (IHT), but only if the right records are kept and put in writing.

Autumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value property

Her point is hard to dispute. One of the most eye-catching measures is probably the so-called Mansion Tax, an annual council tax surcharge of at least £2,500 on properties valued above £2 million.

Over £1 million in investments? What the Budget means for your finances

The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years.

The end of the UK Non-Dom Regime and other UK tax changes

Discover the UK tax changes and why Switzerland is the smart alternative for global private clients.

High earners to be £28k worse off by 2030 from frozen thresholds

HENRYs were among the hardest hit by this Budget

Swiss reject millionaire inheritance tax fearing wealth exodus

The plan ran into staunch opposition from the government and all parties aside from the left.

Budget boost for UK wealth managers

Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero Modern

Budget 2025 - Business Owners and Entrepreneurs Hit with a Fresh Volley of Tax Hikes

The Budget has seen a slew of measures which will impact business owners, requiring careful financial planning.

Personal Tax: Offshore Anti-Avoidance external engagement

The government will adopt a co-creation approach involving a small group of external expert alongside wider stakeholder engagement to help shape reform.

UK Autumn Budget 2025: the key tax changes explained

The Chamber is much smaller than it appears on television and the Government’s majority means that for many of their MPs it is standing room only.

Estate and Tax Planning for High-Net-Worth Individuals in Uncertain Times

Indeed, the UK government has already effectively raised IHT by curbing allowances in areas such as pensions, family farms and family businesses in its 2024 Autumn Budget.

£100k tax trap to hit 2.3m taxpayers by 2029

Rathbones’ FOI request reveals an additional 493,000 UK taxpayers are set to be caught in the next four years, representing a rise of 27% on the number now.

Will Britain finally tax the wealthy? Historic if it does, predictable if it doesn’t

Most tax evasion happens through legal loopholes, including low wealth taxes and tax havens that all

Energy Profits Levy reform could deliver £15.7 billion says offshore sector

OEUK suggests reforming the Levy in 2026 could unlock investment, protect jobs and generate higher long-term tax revenues

DeVere Group CEO warns of backlash over further IHT tinkering

He said altering thresholds now would “trigger a backlash unlike anything the Treasury has faced in years”

UK tax take continues to rise ahead of Autumn Budget

Income tax receipts for October hit £21.7bn

Slashed CGT thresholds trigger hike in clients needing support

According to the latest HMRC data, 359,000 individuals were liable to CGT in 2023/24, up marginally from 355,000 the tax year prior.

Tax take jumps as fiscal drag tightens grip ahead of budget

This rise once again reflects the combined effects of frozen thresholds and strong nominal earnings feeding through the tax system.

PXN Investments launches with ambition to double portfolio amid rising demand for tax planning

The launch comes at a key moment for advisers, with the changes that take effect from April 2027 meaning more clients are embracing investment vehicles that open a new route for tax planning.

Could an exit tax in the UK accelerate moves to Jersey?

The idea of a 20% levy on unrealised gains from UK business assets has sparked concern, curiosity and, in many cases, action.