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

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

Cum-Ex: Deutsche Bank pays millions for two external funds

Deutsche Bank acted as a service provider for these funds and provided financing.

KPMG launches search for next UK Tech Innovator

The competition is open to tech and tech enabled businesses, and applications are now open for the UK competition online.

Overseas client returning to the UK? Make the most of new tax rules

When a UK expat returns to the UK in a hurry, unexpected tax exposure can arise quickly, warns Raquel Plaza of Blevins Franks

AIC urges government to reinstate 30% VCT tax relief

AIC chief executive Richard Stone warned that cutting the tax incentive could undermine funding for high-growth UK companies.

Denmark’s wealth tax plan would be a disaster for startups

If Denmark introduces additional structural friction for founders, we would find it difficult to recommend other founders start companies there.

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.

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

Tax

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

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

Cum-Ex: Deutsche Bank pays millions for two external funds

KPMG launches search for next UK Tech Innovator

Overseas client returning to the UK? Make the most of new tax rules

AIC urges government to reinstate 30% VCT tax relief

Denmark’s wealth tax plan would be a disaster for startups

Tax fears hit HNW confidence as planning pressures mount

Switzerland May Require More Tax Increases To Balance Budget

Tax fears hit HNW confidence as planning pressures mount

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

KPMG UK comments on today’s public finances data

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

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

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

Guide: How will HMRC tax digitisation impact freelancers?

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

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

IHT investigations grow, recovering an extra £246m

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