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Tax

11/10/2025

‘Reckless and self-defeating’: Leading wealth manager slams possible exit tax

They’re redirecting capital to economies that reward ambition and provide stability.

11/07/2025

Eight in ten savers say tax uncertainty is hurting their financial planning

The findings come ahead of a highly anticipated budget expected to include a raft of tax changes.

11/06/2025

Federal Council adopts dispatch on double taxation agreement with Zimbabwe

The agreement will create legal certainty for the further development of bilateral economic relations and tax cooperation between the two countries.

11/05/2025

Exit tax explained: advice for UHNWs ahead of Budget 2025

Chancellor Rachel Reeves is considering an exit tax for wealthy individuals leaving the UK - here's everything you need to know

11/04/2025

Autumn Budget 2025: What NIC changes could mean for professional services firms

Such a move could have significant implications for professional practices, including those in the financial services sector.

11/03/2025

UK weighs 20 per cent exit tax on wealthy emigrants

The measure could generate around £2 billion in additional revenue

11/03/2025

Funding Inheritance Tax: Why Whole of Life Insurance Might Outshine Pure Investment Strategies

If you have surplus regular income, a whole of life policy can allow you to fund a guaranteed sum to cover your IHT exposure — helping your beneficiaries retain the full value of your assets.

10/31/2025

Pension tax refunds hit nearly £50m in Q3 as thousand overpay tax on withdrawals

While the change in value is modest, the rise in reclaim activity highlights the ongoing scale of the issue and the need for further reform to prevent over taxation in the first place.

10/30/2025

Government has potential to boost investment and build financial resilience, but must deliver pension confidence through tax stability in Budget

To enable this, it is essential that government delivers certainty around pension tax policy, so that people can plan for their retirements and have the confidence to invest.

10/30/2025

HMRC pension overtaxation claims hit landmark £1.5 billion

More than £1.5 billion has now been repaid to people initially overtaxed on their first withdrawal who have since had to fill out the relevant HMRC form to claim back their money.

10/30/2025

Number of Irish multi-millionaires hits record high

About 1,200 of the high-net-worth group are tax residents or domiciled in Ireland.

10/28/2025

Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget

Saxo UK is preparing for heightened market uncertainty and volatility

10/23/2025

PwC report highlights the opportunity for Channel Islands wealth managers to ‘step-up’ the pace of transformation

PwC’s tech-powered market analysis enables real-time insights and enhanced decision-making.

10/22/2025

HNWs brace for rising burden as pensions fall into inheritance tax scope

Britain’s wealthiest are increasingly worried about rising taxes, with many taking steps to protect their pensions ahead of new Inheritance Tax rules from 2027

10/22/2025

Federal Council initiates consultation on Amending Protocol to Agreement between Switzerland and EU on automatic exchange of information in tax matters

The Amending Protocol now contains provisions for mutual administrative assistance for the recovery of tax claims relating to VAT.

10/21/2025

IHT receipts for April-September rise to £4.4bn

This is due to the freezing of nil rate bands until April 2030, rising UK property values, and planned reductions to agricultural and business reliefs from April 2026.

10/21/2025

Tax take swells on fiscal drag ahead of Budget but genuine growth remains elusive

This doesn’t point to a roaring economy but a sign of a Treasury increasingly reliant on extracting more from the same taxpayers.

10/21/2025

Govt borrowing hits £100bn for financial year as Budget tax rises loom

Borrowing in this financial year has almost breached £100bn too, 13% higher than last year and the second highest after the pandemic year of 2020.

10/20/2025

Switzerland and EU sign Amending Protocol to the Agreement on automatic exchange of information in tax matters

With the Amending Protocol, the Agreement will be aligned to the amended OECD standard and supplemented with new provisions on administrative assistance for the collection of VAT claims.

10/20/2025

UK's HMRC targets crypto investors in major tax crackdown

This new number indicated a rise from the previous 27,700 letters sent in 2023, according to data released under the Freedom of Information Act.

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Families caught as £100k tax squeeze deepens, says Rathbones

11-21-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

11-21-2025

CEOs’ Point of View #1: Interview with Vincent Lecomte, CEO of BNP Paribas Wealth Management

11-21-2025

Legal & General makes senior appointments

11-21-2025

Tech overload slows UK wealth managers, survey shows

11-21-2025

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

11-24-2025

Addleshaw Goddard advises Baltic Storage Platform on construction and project aspects of the landmark EUR 85.6 million project financing of major BESS project in Estonia

11-21-2025

87% of institutional investors have declined or reconsidered fund commitments on AML/KYC concerns

11-21-2025

Hoxton Wealth’s Chris Ball on announcements from the UK Budget and what they will mean

11-28-2025

Swiss wealth tax proposal to test public appetite for redistribution

11-28-2025

DWS, Deutsche Bank and Doha-based family office launch €1bn German mandate

11-28-2025

Benelux family offices growing in number and becoming increasingly professional, new study shows

11-28-2025

Goldman Sachs to double staff in Birmingham

11-28-2025

Pension credit applications fall as backlog stabilises

11-28-2025

Bahrain and the Middle East funds industry: the next frontier for UK and European investors?

11-28-2025

Simplifying the firm experience: RegData access now through My FCA

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