Investment bond - undercover tax trap?

16th June 2026 by Joanne Stoneman

Inheritance tax is a hot topic but most couples only need to be concerned if they are worth more than £1m. What you don’t hear about is the income tax charge on investment bonds that’s payable on death. Can you reduce the tax bill before it’s too late?

Using the EIS to unwind capital gains tax

10th June 2026 by Joanne Stoneman

You inherited shares from your father last year and sold them several months later making a tidy capital gain. You’ve read that the enterprise investment scheme (EIS) can defer the resulting tax bill, but how might it reduce it?