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

The countdown to April 2027: UK pensions, inheritance tax and opportunities for expatriates

For as long as most people can remember, a UK pension has been one of the few assets that could usually be passed on to beneficiaries without inheritance tax (IHT).

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

Scottish Government has chosen the worst option on taxing wealth

It reached a record level in excess of £24 billion, when a year before it had been just over £12bn.

Pension tax speculation underlines need to build bigger, more diversified retirement pots

Now the Institute for Public Policy Research reckons National Insurance should be extended to pensioners.

Burnham urged to tax wealthy pensioners

Labour should raise billions from retirees to bail out Britain, say influential Left-wing economists

‘A mockery’: how offshore tax havens are thwarting the UK’s transparency push

Critics say ownership registers are too costly and too complicated, scuppering attempts to expose alleged money laundering

Families could face 91% tax hit on inherited pensions from April, NFU Mutual warns

From next April unspent pension pots will be included within IHT calculations

HMRC tax receipts hit £322.7bn as advisers warn of IHT and CGT traps

Income tax, capital gains tax (CGT) and national insurance contributions generated £189.8bn between April and July, rising 7% (£13.2bn) year on year, primarily bolstered by £173.2bn in PAYE receipts.

German prosecutors file charges in tax fraud case against four former Commerzbank staff

Authorities say it defrauded the state and taxpayers.

Grant Thornton launches new degree programme with University of Leeds

This distinctive new degree programme brings together the academic rigour and strength of Leeds University Business School with meaningful, paid professional experience.”

Pensioners are rushing to pay 1 thing to reduce inheritance tax

Wealth management firm Rathbones found that 67% of wealthy grandparents are taking care of one thing for their family.

Changes to the way your second home is taxed in box 3 of the tax return

When you declare assets in box 3 of your tax return for 2026 and 2027, two calculations will be made.

UK Inheritance Tax (IHT) and long-term residence: what’s changed?

The UK is moving towards a residence-based IHT system, which is important if you have assets in more than one country.

UK tax adviser registration: New regulations confirm deferral for investment managers

HM Treasury has now made Regulations setting out the dates for the introduction of the UK tax adviser registration regime.

Why Wealth Taxes Always Fail

Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution.

Non-dom tax take rose 9% to £13.6bn as numbers fell, HMRC says

HMRC said the release “is for tax year ending 2025 which occurred prior to these policy changes being implemented”.

Ireland, AI and Microsoft’s Vanishing Tax Bill

Microsoft’s report directly attributes these tax savings to Ireland’s lower corporate tax rate.

Wealth tax: options for taxing wealth and raising revenue

This is not the first time such a proposal has been made. Some within Labour now advocate an annual wealth tax, already a Green Party policy.