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 foreign deduction is not automatically fully creditable in the UK. Separate the treaty entitlement, any overseas refund and the UK tax attributable to the same income. ... keep reading
Mortgage interest can reduce the cash left from a letting without reducing taxable rental profit. Check the basic-rate tax reduction and any unused finance costs carried forward. ... keep reading
A gift can create a market-value capital gain without providing cash to pay the tax. Check eligibility, the recipient's future cost and the joint claim before transferring business assets. ... keep reading
A transfer of title is not enough if a parent continues benefiting from the home. Examine market rent, the later cessation date and the evidence. ... keep reading
Living overseas can change who must deduct tax from UK rent. Check the scheme, gross-payment approval and filing arrangements before the next payment. ... keep reading
Incorporation relief depends on the operating business, the assets transferred and the form of consideration. Review the documents before assuming the gain is deferred. ... keep reading
A refurbishment invoice can contain several different tax categories. Classify the actual work and keep the evidence before treating the whole bill as a rental deduction. ... keep reading
A valuable home does not guarantee the full residence nil rate band. The estate-wide taper and the evidence for a spouse's unused allowance deserve separate checks. ... keep reading
A loss on an investment is not automatically a usable tax deduction. Check the claim deadline, the order of relief and the share-matching rules before making a disposal. ... keep reading
