Latest News

Govt caps IHT trust charges for former non-doms but extends NRB freeze


By Jack Gray

The government has capped inheritance tax (IHT) trust charges for former non-doms at £5m per 10-year cycle in its Autumn Budget


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Jersey-based Team agrees acquisition of WH Ireland

Jersey-based wealth and asset manager Team plc has agreed a £12.7m all-share deal with the board of WH Ireland to acquire the UK-based advisory firm

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Wealthy investors ‘losing faith’ in UK as investment and wealth hub

Wealthy investors are losing faith in the UK as a place to start a business and invest, and believe not enough is being done to support wealth creators, according to Wealth Club

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WPS Advisory and Moneyhub collaborate to enhance digital offering

WPS Advisory has partnered with Moneyhub to improve the financial advice journey through its digital offering, LifeStage Money

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Govt to introduce tax on high-value properties

The government will introduce a high-value council tax surcharge on properties worth more than £2m from April 2028, Chancellor, Rachel Reeves, has announced

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Tax rates on dividends, property, and savings income raised in Budget

The government has announced plans to increase income tax rates on property, savings, and dividends in its Autumn Budget

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Tax allowance freezes and changes to cash ISAs and salary sacrifice announced

Chancellor, Rachel Reeves, is set to extend the freeze on income tax thresholds until 2030/31 and introduce national insurance (NI) charges on salary sacrifice pension contributions above £2,000

CGT relief on employee ownership trusts reduced to 50%

Capital gains tax (CGT) relief on disposals to employee ownership trusts (EOT) has been reduced to 50 per cent, effective from November 2025, the government has announced

Advisers expect Budget to financially impact HNWIs

Almost all advisers working with high net worth individuals (HNWI) believe those with a net worth of more than £2m will see an increase in taxes in the Budget, research from Wealth Club has shown
Reaction: Industry warns of potential wealth exodus following Budget

Tax changes announced in the Autumn Budget and the leak of related Office for Budget Responsibility (OBR) documents prior to the Chancellor’s speech could accelerate an exodus of affluent individuals from the UK, industry figures have warned

HNW investors urged to not underestimate the resilience of the US economy

High net worth (HNW) and ultra HNW investors should not underestimate the resilience of the US economy, as tech-driven productivity growth is outweighing concerns about the economic cycle being in its late stage, according to HSBC Private Bank

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