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Tax Tips and News

• Could you be hit with an inheritance tax bill long after an estate is settled?

  Newsletter issue – September 2026

  Experts have highlighted several practical and policy concerns about the Government's planned inheritance tax (IHT) changes for pensions, set to take effect from April next year. They warn that the proposals do not account for lost or forgotten pensions, which are common. Lost pensions total £31bn, averaging £9,470 each, and the value of unclaimed pots Read More

• Preparing for the Autumn Budget

  Newsletter issue – September 2026

  The new Chancellor of The Exchequer, John Healey, has announced that he will deliver his first Budget on 28 October. There's also a new Prime Minister in Andy Burnham, so speculation is rife as to what tax rises may be announced. Both have stated that they will remain true to the set of fiscal rules Read More

• Inheritance tax case lost by HMRC; more families could benefit

  Newsletter issue – September 2026

  HMRC lost a major inheritance tax case, potentially affecting thousands of families who used historic home-loan inheritance planning schemes. The case involved Leslie Elborne's £1.8m home, where her family successfully overturned HMRC's attempt to levy inheritance tax. As a result, her estate avoids an estimated £700k inheritance tax bill. In 2003, Elborne sold her home Read More

• HMRC issues a new scam warning as reports rise

  Newsletter issue – September 2026

  HMRC is alerting taxpayers to a rise in fraudulent messages impersonating the tax authority. It says it is receiving increased reports of scam emails claiming people are due a Self-Assessment tax refund for 2024-25. These emails pressure recipients to act urgently and provide personal or bank details. HMRC stresses it will never send an email Read More

• September Questions and Answers

  Newsletter issue – September 2026

  Q: I have three pension pots (each over £50k) that I will be able to take my 25% lump sums from soon. Is there a most tax efficient way to do this? A: It is important to remember that your pension withdrawal strategy should be shaped by your spending needs and not just tax optimisation. Read More

• September Key Dates

  Newsletter issue – September 2026

  1st Corporation Tax payments are due for companies with a year-end of 30th November. 19th For employers operating PAYE, this is the deadline to send an Employer Payment Summary (EPS) to claim any reduction on what you'll owe HMRC. It is also the deadline for employers operating PAYE to pay HMRC by post, for August. Read More