Tax Planning for Families

Looking to make smarter, safer decisions about your family’s finances? This newly updated book is your essential companion. Designed for homeowners, investors, and professional advisors, it delivers low-risk, practical strategies to minimise tax liabilities and preserve wealth across generations. 

Fully revised for 2025/26, the latest edition equips you with tools to legally reduce your tax burden across property, investments, and inheritance. You will learn how to avoid common pitfalls that can trigger scrutiny from HMRC and discover long-term planning techniques that create stability and peace of mind. 

Taxes affect far more than just your income — they influence your entire financial landscape. Inside this guide, you will find expert advice on using family roles in business for greater tax efficiency, passing on your home without surprise costs, and structuring investment portfolios to make the most of available allowances. It also explores the benefits of joint property ownership, gifting buy-to-let assets without unnecessary tax, and transferring wealth between generations with minimal consequences. 

With clear, actionable advice and proven strategies, this book helps you take control of your finances and safeguard your legacy.