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

Switzerland May Require More Tax Increases To Balance Budget

The Swiss Government earlier noted, "Without EP27, the federal Government would need to find ways to offset the unchecked growth in costs.

Tax fears hit HNW confidence as planning pressures mount

The findings suggest tax policy is now a central driver of wealth planning decisions for affluent clients.

US Tax on a UK Pension Lump Sum: Rates, Reporting, and Mitigation Strategies

This risk is often more pronounced if no UK tax is withheld, in which case no foreign tax credit (FTC) may be available.

KPMG UK comments on today’s public finances data

“Weaker growth could chip away at Chancellor’s headroom” says Dennis Tatarkov, Senior Economist at KPMG UK

CGT tax take soars as higher rates and lower annual exemption bite

There is usually an annual uplift in CGT take in January, but this jump may be suggestive of post budget selling after Rachel Reeves opted not to make further changes.

Could you turbo-charge your pension before the tax-year end?

Pension tax relief remains a crucial benefit for the UK’s earners and savers, and the end of the tax year on 5 April forms a deadline for those looking to top up their retirement pots.

Thousands face inheritance tax crackdown as HMRC collects £246million in underpayments

This multi-agency approach allows officials to verify property details and asset declarations against independent data sources.

Guide: How will HMRC tax digitisation impact freelancers?

In April this year, the long-awaited Making Tax Digital for Income Tax scheme becomes a reality. In this guide, Arts Professional takes a look at what self-employed creative industry workers need to know.

AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities

As advisers continue to navigate a constantly evolving tax environment to protect client wealth

Number of teachers paying higher-rate tax up 147% in five years

The figures compare academic years 2019/20 and 2024/25, a five-year period that closely tracks the introduction and extension of income tax threshold freezes.

IHT investigations grow, recovering an extra £246m

HMRC’s investigations are becoming increasingly complex, particularly when it comes to residential property.

Offshore bonds see resurgence in interest from advisers ahead of tax changes

Standard Life said in December it expected trusts and onshore and offshore bonds to increase in popularity with advisers

More families setting up trusts to avoid inheritance tax

A freeze to the tax-free threshold, which has been fixed at £325,000 since 2009 and will remain there until 2030, has dragged more estates into paying inheritance tax.

Nearly 45,000 UK properties worth £190bn lack ownership data

The analysis identifies several methods being used to obscure ownership. In some instances, overseas entities failed to register at all.

How to maximise your allowances before the end of the UK tax year

With the end of the tax year on 5 April 2026 approaching, now is the perfect time to review your finances.

HMRC refunds £46m in tax overpayments to pensioners in Q4 2025

HMRC has taken steps to accelerate repayments, but the figures make clear that the core issue remains unresolved.

Lords warn current pension IHT rules risk chaos for executors

That would be deeply unfair and risks turning an already demanding role into a costly and stressful exercise.

Capital Gains Tax receipts for 2025 fall 8.4% to £13.65 billion

HM Revenue and Customs data released today showed that Capital Gains Tax receipts for 2025 were £13.646 billion, down from £14.900 billion in 2024 – a fall of 8.4 per cent.

UK government rakes in £6.6bn from IHT in nine months

Budget policies are expected to push the IHT take to £14.5 billion by 2030-31

Soaring tax relief bill puts pensions and ISAs into policy spotlight

"The reality is that pension tax relief has become more valuable, and more expensive, with every year of frozen thresholds.