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Inheritance Tax and Lifetime Allowance: Understanding the 2024–2027 Reforms
Recent government figures show that Inheritance Tax (IHT) collections jumped by £200 million, reaching £3.1 billion between April and July 2025—up 6.9% from the year before—a clear sign of fiscal drag, as asset values outpace frozen tax thresholds. 

Neil Robbirt
Aug 76 min read
 


New UK IHT Rules: What You Need to Know About the 2025 and 2027 Changes
Significant changes to the UK's inheritance tax (IHT) framework are officially in motion, with key reforms beginning from 6 April 2025 and further expansions in April 2027. These adjustments mark one of the most substantial overhauls in the UK’s tax structure in decades. 

Neil Robbirt
Apr 136 min read
 


Changes to Overseas Bank Charge: What Non-Doms and HNWIs Need to Know
Changes to Overseas Bank Charge: What Non-Doms and HNWIs Need to Know - International Tax Planning at Global Investments. 

Neil Robbirt
Mar 114 min read
 


How QNUPS is Set to Change Following the Autumn Budget
The recent Autumn Budget has introduced significant changes to the treatment of Qualified Non-UK Pension Schemes (QNUPS), impacting inheritance tax (IHT) and the way residency is assessed for IHT purposes. These reforms, set to roll out in the coming years, will have far-reaching implications for UK expats, foreign nationals, and UK residents seeking to use QNUPS as a tax-efficient estate planning tool. Below, we unpack the changes, their implications, and how they may redefi

Stephen James Mitchell
Nov 18, 20245 min read
 


Understanding the Tax Benefits of Universal Life Insurance
If you are looking for ways to save on taxes and increase your financial security, universal life insurance could be a great option for you. This type of insurance offers a variety of long-term benefits, including tax deductions, living benefits, and legacy planning options. In this blog post, we'll go over the details of universal life insurance, discuss how it can help you unlock tax benefits, and explain the different options available. 

Damon Abbott
May 1, 20237 min read
 
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