Tax Tips Newsletter

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20/09/2026

Our Tax Team – Rachel, Louise, Lee (L-R)

Welcome to Davies Tracey’s Tax Tips Newsletter, designed to keep you one step ahead of the taxman. We are committed to ensuring none of our clients pay a penny more in tax than is necessary and as such, this month’s news and tips include:

Concerns about IHT changes
Preparing for the Autumn Budget
HMRC loses major inheritance tax case
New scam warning as reports rise

Click a link above to read the article.

Tax investigations are on the increase

As the DT Protect renewal deadline approaches, clients can expect to receive letters concerning our Tax Enquiry Fee Protection Service, helping to protect you against the cost of additional accountancy fees incurred as a result of an investigation by HMRC. Alongside receiving renewal information, you can visit relevant information online to understand more about the risks of HMRC investigations and why it is important to ensure you have appropriate protection in place before the renewal deadline.

Finally, you can click below to explore our regular content:

Question & Answer section (click here to send us a question for next time)
Key Tax Dates

Please give us a call if you have any questions on any topics covered in this newsletter. We’re here to help – on 01642 606003.

Could you be hit with an inheritance tax bill long after an estate is settled?
Experts have highlighted several practical and policy concerns about the Government's planned inheritance tax (IHT) changes for pensions, set to take effect from April next year. Read More...
 
Preparing for the Autumn Budget
The new Chancellor of The Exchequer, John Healey, has announced that he will deliver his first Budget on 28 October. Read More...
 
Inheritance tax case lost by HMRC; more families could benefit
HMRC lost a major inheritance tax case, potentially affecting thousands of families who used historic home-loan inheritance planning schemes Read More...
 
HMRC issues a new scam warning as reports rise
HMRC is alerting taxpayers to a rise in fraudulent messages impersonating the tax authority. It says it is receiving increased reports of scam emails claiming people Read More...
 
September Questions and Answers
Q: I have three pension pots (each over £50k) that I will be able to take my 25% lump sums from soon. Is there a most tax efficient way to do this? Read More...
 
September Key Dates
1st: Corporation Tax payments are due for companies with a year-end of 30th November. Read More...
 

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