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Future proofing your family wealth

19 December 2019

The Office of Tax Simplification (OTS) has recently released its second report following its review into avenues to simplify Inheritance Tax (IHT). As anyone who has had the pleasure of dealing with the complexities of IHT – in their own lifetime or after the death of a loved one – will know, it is not easy to navigate the various reliefs, allowances and exemptions to ensure tax efficiency. Find out what is best practice when navigating this complicated landscape.

Succession

19 December 2019

One of the main factors in managing succession well is to start planning and discussions with family members early. Too often this issue is pushed to one side in favour of more appealing tasks, resulting in uncertainty and potentially financial loss for the family.

The family business – do you have a succession plan?

19 December 2019

Shares, built up over a lifetime of hard work in a family or ‘owner managed’ business may be your most valuable asset. Effective planning is essential to ensure a successful transfer of the business to the next generation. Find out what the key considerations are in implementing the most tax efficient solution to family business succession.

Crawley tax technician named 'trailblazer apprentice'
Helen Relf

14 May 2019

A trainee tax adviser from RSM’s Gatwick office is celebrating after being awarded a prize from the Worshipful Company of Tax Advisers after achieving the highest mark in her Trailblazer apprenticeship.

Further changes to entrepreneurs’ relief

16 February 2019

On 29 October 2018 (Budget day) additional conditions were introduced which changed the way in which ER operates – the changes were designed to prevent abuse of the rules and restrict relief to those entrepreneurs who have a genuine economic stake in their business.

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Think your shares qualify for entrepreneurs’ relief?

03 December 2018

Changes to Entrepreneurs’ Relief have widespread implications and have created uncertainty for shareholders. Find out what these changes are, if you qualify and how we can help you.

Entrepreneurs’ Relief changes announced

29 October 2018

The Chancellor has confirmed that Entrepreneurs’ Relief (ER) will be retained at its current level of £10m of lifetime capital gains per individual, but he has made changes to ensure that it is targeted at longer term business investments and genuine entrepreneurs. He has also cracked down on what he has referred to as an “identified abuse” of the current rules.

Entrepreneurs’ relief
Helen Relf

This valuable tax relief can help reduce the rate of capital gains tax (CGT) on a qualifying disposals of all or part of a business. Take a look at our short video to see what this could mean for you and how RSM can help.

Income tax savings for families

23 November 2016

Increases to both the personal allowance and higher rate threshold have been reconfirmed that will generate tax savings for many families.

UK tax changes require tough life decisions for non-doms

20 October 2016

Non-UK domiciled (non-dom) individuals continue to suffer political scrutiny on the tax treatment they receive, and the resultant tax they pay in the UK. But with a continually shifting landscape and imminent changes afoot, is tax for non-doms becoming too taxing?

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