Welcome to the latest edition of our Private Client Briefing, which summarises a number of issues and opportunities for individuals, families and trustees.

The impact of the tax increases and reductions to exemptions and thresholds in the March 2023 Budget is now being felt by many, as are the positive changes to the Pension Annual and Lifetime Allowances.

As the tax rules for buy-to-let property have become less attractive over recent years, we explore how to structure your property investment, and the reporting requirements on sale, together with other key reminders.

Please do not hesitate to contact me or any of the Private Client team, if we can assist you in any way.

Download the Private Client Briefing below.