Wealth planning

From April 2027, unused pension funds may be subject to inheritance tax. Explore payment options and practical estate-planning steps for beneficiaries.

Explore why estate planning matters in a global world, from Wills and lifetime gifting to managing cross-border assets, inheritance tax and probate delays.

Pensions will no longer sit outside inheritance tax from April 2027. Find out what the new rules could mean for your retirement and legacy planning.

The wealth planning considerations for US connected individuals are complex, particularly when looking at how the UK’s State Pension and US’ Social Security interact.

An Individual Savings Account (“ISA”) is an investment account that allows UK taxpayers to contribute post tax funds on an annual basis (up to £20,000 per annum).

As we approach the end of the 2025/26 tax year on 5 April 2026, now is a good time to review your finances and make sure you are making full use of the tax allowances and reliefs available to you.

Understanding how UK pensions are treated for US tax purposes has become increasingly important for Americans and other US persons living in or moving to the UK, especially as we approach the UK tax year end and as US returns are due.

Learn how common UK investment wrappers may trigger unexpected US tax consequences and why understanding Passive Foreign Investment Companies (PFICs) is crucial if you old UK-based investments.

The festive season can be a meaningful time to pass on wealth to family members. Discover the role of gifting in wealth transfer, from UK allowances to structures like Junior ISAs and bare trusts.

Wednesday’s budget has provided much needed clarity after weeks of speculation. Our Wealth Planning team assess the potential outcomes for families, entrepreneurs and individuals in the years to come.