Private Client Hub

Carried interest is the share of the profit earned by the fund due to the investment managers on the funds’ investments.

Discover how the 2026 Business Property Relief reforms affect estate planning and the steps investors should take now.

Explore year-end tax planning for UK insurance brokers and streamline your financial strategies for better outcomes.

Major changes to Business Property Relief (BPR) are coming in April 2026, impacting insurance brokers’ succession planning and IHT liabilities. Learn how to prepare and mitigate risks.

As first published in Professional Adviser, Stephen Kenny, Partner at PKF, outlines predictions ahead of the Autumn Budget 2025.

Draft legislation was published on 21 July to treat all carried interest as trading income, Read more about the recently announced rules.

Thinking of disposing of an insurance intermediary business? We outline the tax and wealth planning considerations that you need to consider.

Understand the upcoming changes to business property relief. Learn how new rules affect family-owned businesses after April 2026.

With time marching on towards the IHT changes in April 2026, we look at the impact of these changes, and what you can do now.

Our Private Client team is helping you to prepare for Making Tax Digital (MTD) for Income Tax, ahead of April 2026.

Deon Gouws, Chief Investment Officer of Credo, our wealth management partners, looks at the prospects for financial markets in the wake of President Donald Trump’s “Liberation Day” tariff announcements.

Private Client Director Karen Anderson runs through the life events that should lead you to review your Will, and considers the tax implications.

William Godsave of Credo, our wealth management partners, looks at the volatility across the global markets following President Trump’s de-regulation and tax cutting agenda.

Understand the importance of making a Will to avoid intestacy, and ensure your assets are distributed according to your wishes.

Understand the tax treatment of overseas dividends and how it differs from capital payments according to UK law.

Explore the tax-efficient ways to help pay for your grandchildren’s education. Our Private Client Tax team can advise you on your specific circumstances.

The employment-related securities (ERS) regime is very broad. It encompasses shares and other securities (including units in a collective investment scheme) acquired by an individual, who is given that right through their employment.

Business Asset Disposal Relief (BADR) — formerly called Entrepreneur’s Relief (ER) until it was renamed in 2020 — reduces the rate of Capital Gains Tax (CGT) on certain disposal of business assets from 20% to 10%.