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Strategic Tax Planning: Maximising efficiency as the Fiscal Year ends

Strategic Tax Planning: Maximising efficiency as the Fiscal Year ends
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Ten key tricks to make your family wealth a fortress protected from inheritance tax attack

Record numbers of bereaved families are paying inheritance tax on the estates of their loved ones.

Inheritance tax receipts move closer to record year after £400 million rise

The Treasury raked in £5.7 billion from inheritance tax between April and December 2023 as it heads for record receipts

Defaqto expands investment reach with MICAP acquisition

Defaqto has acquired financial institution MI Capital Research (MICAP) from Indagate Group to extend its reach from multi-asset, single strategy and model portfolio solution investment products into tax-advantaged products.

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