Pension & Investment Planning

Pension & Investment Planning
Inheritance Tax on your pension

Inheritance Tax on your pension

Unused pension schemes will attract Inheritance Tax on death from 6 April 2027. Craig Simpson, Tax Partner at Bates Weston looks at the changes and the impact on the tax burden on your estate and beneficiaries.

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Autumn Budget Report

Autumn Budget Report

Read our Autumn Budget Report here. The Budget measures aimed to raise over £40bn in taxes, by far the lions share coming from an increase in Employer’s National Insurance Contributions (ERNIC).

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Autumn Budget Headlines

Autumn Budget Headlines

Here are the headlines from the Chancellor’s Autumn Budget. We have focussed particularly on the business tax measures announced in the Budget.
business rates

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Pre Autumn Budget Action

Pre Autumn Budget Action

Craig Simpson, Tax Partner at Bates Weston considers the Chancellor’s likely plans at the Budget and what pre Budget action taxpayers may be able to take.

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Bates Weston Autumn 2024 Newsletter

Bates Weston Autumn 2024 Newsletter

In our Autumn 2024 newsletter we look at potential changes to Inheritance Tax, Capital Gains Tax and pensions tax ahead of the Budget, alongside our regular round up of topical news.

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Budget date 30 October 2024

Budget date 30 October 2024

Rachel Reeves is building up to tax increases. Capital Gains Tax (CGT) and higher rate relief on pension contributions are the likely targets. Craig Simpson, Tax Partner at Bates Weston sets the scene for tax increases and the actions to consider.

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Spring Budget 2023

Spring Budget 2023

The headlines from the Spring Budget 2023, including the replacement for the super-deduction, pension reforms and childcare reform.

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