Will the proposed Loan Charge Settlement Opportunity be good for your clients?

In January 2025, the government commissioned an independent review of the loan charge.  In the Budget delivered on 26 November 2025, the government announced that it is accepting all but one of the review’s recommendations and, in some areas, is going further, including writing off £5,000 of each individual’s liability in addition to the review’s […]

Paying tax all over the world…

Paying tax all over the world

Some clients I deal with have properties all over the world and spend time in multiple countries. But if they don’t take advice, they can end up paying tax all over the world. So, how does a taxpayer prevent this from happening?

A new life in the sun…

Your client has decided to live abroad but, have they ‘actually’ left the UK and sorted out their UK tax affairs? If not, Big Brother (i.e. HMRC) will be watching them!

Yet another Loan Charge review

HMRC has announced another review of the Loan Charge, but this doesn’t mean any clients affected should sit back and relax. Here’s my advice on what clients should be doing while the review takes place.

Has HMRC got your client’s number?

HMRC Data

HMRC use various methods to collect data on taxpayers. Even the smallest amount of data can lead HMRC to investigate further. Your clients choosing to make a disclosure before HMRC investigate could be a good option.