Guides

Clear thinking on wealth

Jargon-free guides on inheritance tax, pensions, and the decisions that come with wealth. Written to inform, not to sell.

All guides Inheritance tax Pensions and retirement Tax planning Choosing an adviser

Tax planning

Capital gains tax in 2026/27: rates, exemptions, timing

What's changed this tax year and how disposal timing affects what you keep.

7 min read Tax planning

The 60% tax trap: how the personal allowance taper works over £100k

The effective 60% band between £100k and £125,140, and the rules that affect it.

6 min read Tax planning

Selling your business: the tax decisions that matter

BADR, timing, and how sale proceeds are taxed: before the sale, not after.

10 min read

Reading is a good start. Advice is better.

When you're ready, we'll connect you with a vetted, fully independent adviser.

Find your adviser

Our guides are for general information only and are not financial advice. IFA Connect is not authorised or regulated by the FCA. For advice on your circumstances, speak to an FCA-regulated independent financial adviser.