Wealth Protection Report
Understand your options before you make your next move. Explore UK and international tax guidance for business owners, property investors and families planning ahead.
Protect & pass on wealthInheritance tax, gifts and family succession.
Plan for your businessCompany profits, ownership and business exits.
Think across bordersResidence, overseas income and moving abroad.
Answer a few questions for a tailored departure checklist, relevant WPR reading and a downloadable action plan.
Build your free checklist →Explore a simple estate calculation, residence allowance taper and a seven-year cash-gift scenario.
Explore your estate →Compare personal, joint and company ownership, including annual tax, dividends and retained company cash.
Compare annual cash flow →Prepare for arrival with overseas income, investments and family arrangements in view.
View your planning checklist →Connect company profits, family ownership and business exit plans.
View your planning checklist →READ BEFORE YOU JOIN
Read a free extract from Tax Planning With Double Tax Treaties 2025/26, see what the full edition covers and explore the member book collection.
Free email briefing. Paid membership is separate. Privacy policy. Open signup form.
Our archive spans several tax years. Check each article's publication date; older analysis may describe rules that have since changed. New planning guides appear alongside the historical archive.
Relief at source may leave higher-rate relief for you to claim. Reconcile net payments, gross contributions and the scheme's method before completing your return or requesting a tax-code adjustment. ... keep reading
A failed investment does not automatically create an allowable tax loss. Establish ownership, valuation and the effective date before the company disappears, then consider whether separate income-tax relief is available. ... keep reading
The government plans more frequent payments from April 2029, but the detailed timetable remains undecided. Keep the January 2027 balancing payment and next-year instalment in your cash forecast. ... keep reading
Buying replacement trading premises can defer a capital gain, but retaining sale proceeds may leave part taxable immediately. Map the reinvestment window, asset use and separate claim deadline before committing. ... keep reading
A qualifying property sale can reduce an estate's inheritance tax value. Check who sells, the other estate disposals and both time limits before assuming a refund follows automatically. ... keep reading
Proposed changes would soften some fundraising failures, including investment-limit breaches and late subscriptions. Keep today's completion rules separate from the planned April 2027 reforms. ... keep reading
A second property must actually be a residence before it can be nominated. Establish when the combination of homes changed, coordinate spouses' positions and retain the election evidence. ... keep reading
A proposed statutory rule would govern trustee liabilities and extend restrictions on certain trust debts. Trace the borrowing and the relevant chargeable event before assuming the balance sheet gives the taxable value. ... keep reading
The government plans to change how some company payments and capital extractions are classified. Map the ownership change and funding now, while keeping proposed rules separate from today's law. ... keep reading
