Pension & Investment Planning

Pension & Investment Planning
Spring Statement Summary 2025

Spring Statement Summary 2025

A summary of the Spring Statement 2025 and the main changes that come into effect from April 2025 and beyond. The changes were announced well ahead of the Spring Budget.

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Inheritance Tax and your pension, for business owners

Inheritance Tax and your pension, for business owners

Craig Simpson, Tax Partner at Bates Weston, considers the impact the Government’s proposed changes in the treatment of pensions for Inheritance Tax purposes will mean for business owners, and what can be done to prepare for them.

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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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