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New Inheritance Tax rules

The UK’s inheritance tax (IHT) landscape has undergone its most significant transformation in decades.

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Impact of the Budget on farming

Planned changes to Inheritance Tax have caused consternation to farmers and business in the UK. What might they mean for you?

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Are tax changes being planned?

The Autumn Statement is on November 22. With historically high taxes and the cost of living crisis, what tax changes might be announced?

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A Relevant Life Policy Trust and its place in financ...

Our guest blogger, Debra Hale of Prospero Finance, looks at a Relevant Life Policy Trust, which she says is one of the most overlooked tax benefits in financial planning

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All you need to know about probate valuations

Our guest blogger, White Horse Surveyors, looks at property valuations for probate/inheritance tax and why they…

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Claiming inheritance tax relief after a property sale

If you inherited a property or land and then go on to sell it, you may be entitled to claim inheritance tax relief.

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End of year tax planning: what businesses and indivi...

With 6 April and a new tax year just around the corner, now is the time for some end of year tax planning – here are some steps Swindon businesses can take.

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Budget 2020: what might the Chancellor be planning?

The first Budget of the new majority Tory government will be on Wednesday March 11 – here are our predictions for the Chancellor’s likely measures

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Newsletter – Oct-Dec 2019

WELCOME to our first newsletter from all the team at Optimum Professional Services, the go to team for business and personal accountancy and legal advice.

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Inheritance tax: proposal to change system is good news

We welcome news that the Office of Tax Simplification wants to make changes to the system…

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Applying for probate online should be treated with c...

A new online system for applying for probate has been launched – but it won’t suit…

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New ruling could land families of the terminally ill...

A new ruling concerning inheritance tax has dealt a blow to those who have cashed in…

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Latest News

Get the industry inside news with our informative articles.


Conveyancing Paralegal

We have a superb opening for an ambitious, self-driven individual to join our growing Legal team as a conveyancing paralegal in a modern, innovative and progressive company.

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Landlord tax rules for rental sales

The UK property market is undergoing one of its most significant shifts in a generation. With the first major phase of the Renters’ Rights Act 2025 having officially come into force on 1 May 2026, the private rented sector looks very different.

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