Tax & Regulation
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires
Overpaid pension tax claims jump 20% and ‘could get worse’
Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000
Financial planning | 22 Aug 25
Former adviser faces $4m stealing charges in Australia
Ms Pearson has been remanded in custody until the next court date on October 1
Latest news | 21 Aug 25
HMRC rakes in record £3.1bn in IHT receipts in four months
Capital gains tax receipts are also up, rising 11% compared to the first four months of last year
Investment | 19 Aug 25
Dalriada secures £81.5m compensation for pension scam victims
It follows a joint initiative between TPR, the Pensions Ombudsman, Dalriada Trustees and the FCF


