Tax Planning

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

Only one in ten think people will put the extra cash into pensions savings

Figure breaks down at £22m a day for the government’s coffers