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 gain realised while non-resident can become taxable when UK residence resumes. Build an asset and residence timeline before assuming an overseas sale has escaped UK CGT. ... keep reading
A qualifying charitable donation can reduce adjusted net income as well as support a higher-rate relief claim. Reconcile the payment, gross amount and tax coverage before submitting the return. ... keep reading
A later sale can unlock repayment of the additional-property SDLT charge. Check the replacement conditions, the sale window and the separate deadline for HMRC to receive the claim. ... keep reading
A modest gain in euros can produce a very different sterling result. Translate acquisition costs and disposal proceeds separately and retain evidence of the relevant exchange rates. ... keep reading
Unused allowance can help accommodate pension saving above the normal annual limit. Scheme membership, earlier inputs and separate tax-relief limits still need checking. ... keep reading
The Budget would stop ongoing late-filing penalties once a disposal is reported through Self Assessment. Check the operative date, earlier penalties and unpaid tax before relying on the change. ... keep reading
A liquidation payment is not automatically taxed as capital. Owners continuing a similar activity need to examine all four conditions, including the income-tax purpose test. ... keep reading
Spouses and civil partners cannot choose a rental-income percentage merely by entering it on a return. Check beneficial ownership, matching income rights and the 60-day receipt deadline. ... keep reading
HMRC says the reduced charge applies to qualifying over-cap home-purchase withdrawals from 29 October 2026. Check the net deposit and the provider's process before releasing funds. ... keep reading
