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.
Organise your departure, retained assets, company interests and possible return.
View your planning checklist →Prepare for arrival with overseas income, investments and family arrangements in view.
View your planning checklist →Plan for buying, letting, transferring and selling property.
View your planning checklist →Bring gifts, trusts, succession and family needs into one review.
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.
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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.
The ordinary and upper dividend rates rose in April 2026, while the £500 allowance stayed unchanged. Company owners should refresh personal tax reserves, check lawful profits and compare extraction options using current figures. ... keep reading
HMRC has renewed its reminder that most unused pension wealth enters inheritance tax from 6 April 2027. Review nominations, retirement cash flow and the executor’s information pack before changing withdrawal plans. ... keep reading
HMRC’s 15 October reminder gives landlords two weeks to prepare their second MTD update. Check gross income, cumulative reporting, joint-property options and the first-year penalty concession before 7 November. ... keep reading
The revised guide to moving abroad, UK residence, overseas work, property, investments and family wealth. Incorporates the April 2025 FIG and inheritance-tax reforms. Twenty-second edition, October 2026. ... keep reading
The revised 2025/26 guide to UK treaty relief: residence, cross-border work, withholding taxes, pensions, capital gains and estate treaties. Fourth edition, October 2026. ... keep reading
The furnished holiday lettings regime ended in April 2025. As owners prepare their first full post-repeal tax return, mortgage interest, capital allowances, losses, pension inputs and disposal reliefs all need a fresh review. ... keep reading
Since April 2025, inheritance tax on overseas assets has depended on long-term UK residence rather than domicile. For established UK residents, the worldwide IHT tail after departure can run from three to ten tax years. ... keep reading
Business owners returning to the UK on or after 6 April 2026 can face UK tax on the full amount of close-company dividends received during a short period abroad—even where profits arose after departure. Here is what changed and what to review before fixing a return date. ... keep reading
A revised guide to UK rental property tax: 40 chapters on expenses, mortgage interest, companies, CGT, family transfers and land taxes. Includes FHL abolition, Making Tax Digital and clearly dated April 2027 property income rates. ... keep reading
