FEATURED INSIGHTS
Private Client Hub
Navigating Private Client tax with clarity and confidence
Our Private Client team provides clear, practical tax advice to help individuals and families manage their UK and international affairs with confidence. We offer a highly personal service, built around your circumstances and focused on long‑term outcomes.
Learn more about our Private Client services.
Our Insights
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Your Wealth & Markets Update – May 2026
Explore PKF Your Wealth & Markets Update for insights on investment trends and strategies to navigate market fluctuations with confidence.
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US market concentration: Risks, diversification and what it means for investors
Explore US market concentration and its impact on risk and diversification for investors in today’s concentrated equity market.
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Can you predict markets? What 2025 and early 2026 reveal about forecasting
Uncover insights on whether you can predict markets. Learn how forecasts compare to actual outcomes in the financial landscape.
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US taxpayers living in the UK: Key tax issues you cannot afford to overlook
Navigate the complexities of taxes as US taxpayers living in the UK. Understand the implications and seek specialist advice.
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Inheritance Tax and succession planning: Funding education for future generations
Learn how inheritance tax and succession planning strategies, including discretionary trusts, can help families fund future education and protect wealth.
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Carried interest: what it is and how it works
Carried interest is the share of the profit earned by the fund due to the investment managers on the funds’ investments.
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Business Property Relief Reform: an Inheritance Tax headache for AIM investors
Discover how the 2026 Business Property Relief reforms affect estate planning and the steps investors should take now.
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Year-end tax planning strategies for UK insurance brokers
Explore year-end tax planning for UK insurance brokers and streamline your financial strategies for better outcomes.
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How to protect and grow your wealth in 2026
Discover vital insights in the Tax Year-End Planning Guide 2025/26 to protect and grow your wealth for future generations.
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Autumn Budget 2025 guide
The Autumn Budget 2025 brings key changes: frozen income tax bands, a Mansion Tax, and updated salary sacrifice rules. Learn more.
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Business Property Relief changes for brokers
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.
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Autumn Budget predictions – November 2025
As first published in Professional Adviser, Stephen Kenny, Partner at PKF, outlines predictions ahead of the Autumn Budget 2025.
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Draft legislation published for carried interest tax regime
Draft legislation was published on 21 July to treat all carried interest as trading income, Read more about the recently announced rules.
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Tax planning around an insurance broker disposal: the importance of a joined-up approach
Thinking of disposing of an insurance intermediary business? We outline the tax and wealth planning considerations that you need to consider.
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We have been ranked in the Chambers and Partners High Net Worth 2025 Guide
We have been ranked in the Chambers and Partners High Net Worth 2025 Guide
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Business property relief changes: What business owners need to know
Understand the upcoming changes to business property relief. Learn how new rules affect family-owned businesses after April 2026.
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Preparing for the 2026 Inheritance Tax changes: APR and BPR planning strategies
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.
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Making Tax Digital for Income Tax is coming – are you affected?
Our Private Client team is helping you to prepare for Making Tax Digital (MTD) for Income Tax, ahead of April 2026.
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All’s well that ends well
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.
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Why is it important to review my Will?
Private Client Director Karen Anderson runs through the life events that should lead you to review your Will, and considers the tax implications.
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Trump and market volatility: A historical perspective
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.
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