Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.

This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.

A tax assault is leading landlords to exit the buy-to-let market in their droves, and now experts are warning that selling in the next few months could be the only way to avoid paying tens of thousands of pounds in additional charges.

Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

You only have until midnight on 5 April to use your ISA allowance, but there is still plenty of time to ensure your savings are working as hard as they possibly can. Here are our 10 top tips for maximising your ISA

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.