From getting married to planning retirement or passing on your estate, life’s big moments all come with tax questions. Our personal tax books and eBooks explain what changes, what you can claim and how to plan ahead, in plain English, so you can make confident decisions for you and your family.

Tax when you marry or form a civil partnership

Getting married changes your tax position, often in your favour. If one partner earns below the personal allowance, the marriage tax allowance lets them transfer part of it to the other and reduce your combined bill. Our guides explain who qualifies, how to claim, and how marriage affects income tax, capital gains and inheritance tax between spouses.

Tax as you approach retirement

Retirement is one of the most tax-sensitive stages of life. How and when you take your pension affects how much you keep, and the tax on a pension lump sum catches many people out. We cover tax-efficient ways to draw an income, the 25% tax-free lump sum, and how pensions, savings and investments fit together as you stop working.

Tax when you sell or move home

Your main home is usually free from capital gains tax, but second homes, buy-to-lets and inherited property are not. If you are wondering about tax when selling a house, our guides explain private residence relief, how a gain is worked out, and the deadlines for reporting and paying, so there are no surprises.

Passing on wealth to the next generation

Good inheritance tax planning starts long before it is needed. We show you how the nil-rate bands work, how gifts and trusts can reduce a future bill, and how to pass on property and savings tax-efficiently, helping you protect more of your estate for the people who matter.

Practical guidance you can trust

Every guide is written by experienced professionals and kept current with UK rules, as part of the Lefebvre Group. Whether you are marking a milestone or planning ahead, you will find clear, reliable answers to help you move forward with confidence.