Tax Tips Newsletter

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29/08/2026

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:

ISA reforms on the way
Updated tax codes for state pensioners
Retiree reclaims after being overtaxed
MTD uptake behind requirements

Click a link above to read the article.

A reminder for clients: Don’t wait until January

We’re now well into the 2026/27 tax year. A simple mid-year review can identify opportunities to reduce tax, improve cash flow and avoid unexpected liabilities. If your circumstances have changed this year, it’s worth speaking to us now rather than after the year-end.

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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