For people in their core wealth‑building years – typically their 30s and 40s – the tax landscape has shifted more in the past two years than in the previous decade. Recent Budgets have frozen key tax thresholds and introduced major changes to pensions, inheritance tax (IHT) and business reliefs. These aren’t distant, future issues. They influence how much income you keep, how quickly your wealth grows and how you plan ahead today.
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Tax tips for tax year end
5 minutes
16 February 2026
Business Property Relief and AIM: the latest changes and what they mean for inheritance tax planning
Business Property Relief (BPR) can play an important role in inheritance tax (IHT) planning, particularly for business owners and investors in UK growth companies. It can reduce the value of certain business assets for IHT purposes, helping more of an estate pass to the next generation.
5 minutes
15 February 2026
Tax planning strategies for 2026 if you have over £5 million invested
Tax planning is becoming increasingly important for high‑net‑worth individuals in 2026. While last November’s Budget appeared relatively modest in its immediate impact, earlier reforms now coming into effect could mean even wealthy families might experience rising tax pressure over the next few years.
5 minutes
14 February 2026
Tax planning in 2026: Key insights for lawyers and accountants
Tax planning matters at every career stage, but for lawyers and accountants the stakes can rise quickly as earnings grow. The right decisions could help you keep more of what you earn, ease cash‑flow pressures and build long‑term financial security.
Latest Investment Insights
In a world full of uncertainty, we have a responsibility to manage our clients’ investments through the ups and downs, seeking to minimise the risks and find the best opportunities for helping them reach their long-term financial goals. As part of this process, our Investment Insights content looks at some of the key investment themes effecting the global markets.
Latest Responsible Investment Insights
What exactly is responsible investment, and what impact can it have on your own wealth and the world around you? Explore our thought leadership articles, reports and events on this topic to find out more.
7 mins
28 January 2026
Investing with an eye to the future
Trustees who are responsible for a charity’s investment portfolio might need to adjust their priorities in the current challenging financial climate, James Ayre, Fund Manager, Charities, and Kate Elliot, Head of Research, Rathbones Greenbank, tell Ian Allsop, contributing editor for Charity Finance.
