placeholder

Tax

All

24th September 2025

What is the 7 year rule in inheritance tax?

If you’re making a financial gift, you need to understand whether the gift is tax-free, or whether it will create an inheritance tax bill, either immediately or further down the line. That’s why it’s critical to understand the 7 year gift rule in inheritance tax.

19th September 2025

Advice or Guidance? Why it matters

5th September 2025

Gifting to charity and reducing your Inheritance tax bill? It’s a win-win!

22nd August 2025

How to avoid paying tax on your pension

15th August 2025

Can you claim tax relief on private school fees?

13th August 2025

Have you fallen victim to the 62% ‘tax trap’?

1st August 2025

Pensions no longer safe from IHT: how to prepare

27th June 2025

The growing burden of Stealth Taxes

5th June 2025

Inheritance Tax – the net tightens!

09th May 2025

What a base rate cut could mean for your finances

Latest news and insights

insights
What is the 7 year rule in inheritance tax?

What is the 7 year rule in inheritance tax?

24th September 2025

If you’re making a financial gift, you need to understand whether the gift is tax-free, or whether it will create an inheritance tax bill, either immediately or further down the line. That’s why it’s critical to understand the 7 year gift rule in inheritance tax.

insights
Photo of Anna Bowes

Where is the best temporary home for the proceeds of my house sale?

23rd September 2025

Unsure where to put your house sale proceeds while you search for a new home? Here’s how to keep your large sum safe, accessible, and earning monthly interest.

news
Senior group doing yoga

Pension uplift as triple lock holds

19th September 2025

The UK state pension is set to rise 4.7% next April under the triple lock, outpacing inflation and sparking debate over public finances and potential tax hikes.

Bring your retirement plans to life

Can you afford to retire today?

Try our calculator

Tools

Subscribe

Sign up to our financial insights newsletter:

Sign up for for free

Follow us on...

The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.