Wealth managers warn against kneejerk reactions to Budget speculation October 1, 2025 Investors are being urged not to make any kneejerk pension decisions which could lead to irreversible consequences, as the Budget rumour mill begins to stir up financial worries. Wealth manager Rathbones has warned that fears over pension tax changes have caused another surge of premature withdrawals of the 25 per cent tax free lump sum. [...]
Budget: Tax hikes loom for Britain’s wealthiest September 25, 2025 Wealthy Brits are bracing themselves for a raft of tax rises in the looming Autumn Budget, prompting many to scramble to protect their wealth. According to the latest Saltus wealth index, nearly 80 per cent of high net work wealthy individuals (HNWIs) expect Labour to impose further tax rises in the next 12 months. While [...]
High net worths rejig estates as inheritance tax overhaul looms September 24, 2025 The high-net-worth clients of a leading wealth manager are rearranging their estate planning to get ahead of potential changes in the Budget, fearing the Chancellor will mount another inheritance tax grab to help plug the Treasury’s £30bn fiscal hole. Rathbones said that interest from its customers in inheritance-related advice has “risen sharply” since the start [...]
Parents’ secrecy on inheritance plans leaves children facing unexpected tax burdens September 15, 2025 Parents are choosing not to tell their children about their inheritance plans, leaving them at risk of being slapped with unexpected tax bills, new research has found. According to investment manager Charles Stanley, more than a third of Brits have an alarming lack of knowledge of how their parents plan to pass down wealth, despite [...]
Can Peter Kyle deliver a Budget lifeline for UK’s SMEs? September 15, 2025 Chancellor Rachel Reeves is set to deliver her Autumn Budget on 26 November, nearly a month later than usual, and eyes are on what she will do for the SMEs. With borrowing costs hitting their highest levels since 1998, and servicing the national debt topping £100bn a year, the government has been urged to maintain fiscal [...]
Investors focus on securing family’s financial future ahead of tax changes September 9, 2025 UK investors are prioritising passing on their wealth to family members in order to avoid the damage of looming tax raids, fresh research has found. Over 50 per cent of people approaching retirement ranked passing on wealth as a top priority, up from 32 per cent in 2023, according to a survey from BRI wealth [...]
The last harvest? How tax changes are impacting British farming September 8, 2025 Britain's food security hangs in the balance as agricultural land is lost to pay inheritance tax bills, writes Sarah Jordan.
Angela Rayner under pressure to clarify property questions amid hypocrisy accusations September 1, 2025 Angela Rayner is facing mounting scrutiny over her property portfolio, with accusations that she avoided £40,000 in stamp duty and questions around a house valuation in her constituency. These suggestions are made more embarrassing by her dual roles as deputy prime minister and housing secretary. The Times has reported on the “remarkable coincidence” that, at [...]
Assets at Evelyn Partners hit a record high amid tax raid speculation August 29, 2025 Evelyn Partners has maintained its run of strong inflows, as speculation about pension changes drives customers to seek wealth management advice. The wealth management firm generated £3.7bn of gross inflows in the first half of the year, a seven per cent jump from the £3.5bn recorded in 2024. Assets under management (AUM) reached a record [...]
Watch: Are we on the brink of a financial crisis? August 28, 2025 This might be the calm before the storm; the final stretch of a summer holiday that we might look back on as heady days before things turned very nasty indeed. Yesterday I interviewed the Prime Minister, the Chancellor and the Business Secretary – all lined up in the City AM studio. The video will be [...]