Tax Planning

Upcoming changes already beginning to influence charitable will-writing and estates market

Changes have put life cover ‘firmly back into conversation’

See opportunity to provide ‘much-needed’ clarity

Will make gifting a more attractive option to investors

Advice landscape has ‘fundamentally shifted’

Retirement planning and investments also areas where people lack confidence

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

Paul Geddes urges for caution on tax changes

‘Asset prices and nil rate band freezes are creating a perfect storm’

More than half want to secure their current and future investment gains