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.
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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.
A beneficiary may be able to redirect an inheritance with special tax treatment. The deadline runs from death, and the document, consent and tax statements need care. ... keep reading
HMRC's October bulletin explains the CSOP rebrand and proposed April 2027 improvements. Existing options and future disqualifying events need different transitional checks. ... keep reading
The Budget would triple the trading allowance from April 2027. Small business owners should still calculate current gross receipts and compare the allowance with actual expenses. ... keep reading
The extended no-gain/no-loss rules give separating spouses and civil partners more time, but court dates and settlement documents still matter. The receiving person also needs the asset's tax history. ... keep reading
The Budget promises quarterly-update penalty relief for the April 2027 intake and further exemptions. Establish which group you belong to before changing your reporting timetable. ... keep reading
The £2 million home surcharge is a future charge, but the government has now confirmed more of its design. Review legal ownership, valuation evidence, empty-property use and possible payment deferral. ... keep reading
A charitable legacy can reduce the inheritance tax rate on qualifying estate components. The test uses a statutory baseline, so 10% of the headline estate value is not the calculation. ... keep reading
The proposed April 2027 savings rates change the return from taxable cash. Check allowances, ownership and access needs before comparing a bank account with a cash ISA. ... keep reading
The proposed relief targets a narrow combination of early ownership, UK residence, business scale and growth. A founder’s job title and a successful sale will not establish eligibility. ... keep reading
