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Tax Planning

Advisers face surge in demand as more deaths set to trigger IHT charge

Tax Planning

Advisers face surge in demand as more deaths set to trigger IHT charge

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

clock 14 November 2024 • 2 min read
Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Tax Planning

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Paul Geddes urges for caution on tax changes

clock 18 October 2024 • 2 min read
Demand for IHT mitigation increases as more fall into threshold

Tax Planning

Demand for IHT mitigation increases as more fall into threshold

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

clock 03 April 2024 • 1 min read
Upcoming CGT changes prompting UK investors to create wealth plans

Tax Planning

Upcoming CGT changes prompting UK investors to create wealth plans

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

clock 02 April 2024 • 2 min read
Majority of advisers think NI cut will not boost pensions savings

Tax Planning

Majority of advisers think NI cut will not boost pensions savings

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

clock 11 March 2024 • 1 min read
Partner Insight: Royal London's Fiona Hanrahan — 'Your top tax year end questions answered'

Tax Planning

Partner Insight: Royal London's Fiona Hanrahan — 'Your top tax year end questions answered'

clock 08 February 2024 • 3 min read
Treasury collects £2bn in 12 weeks as IHT receipts continue to soar

Tax Planning

Treasury collects £2bn in 12 weeks as IHT receipts continue to soar

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

clock 21 July 2023 • 2 min read
Frozen tax thresholds bite as 55% more pay additional rate 

Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Hundreds of thousands dragged into higher paying tax brackets 

clock 29 June 2023 • 3 min read
Advisers and clients say financial decision-making getting harder

Tax Planning

Advisers and clients say financial decision-making getting harder

Past five years has seen more and more political and economic uncertainty

clock 06 June 2023 • 2 min read
Are retirement savers missing a trick with the lifetime ISA?

Tax Planning

Are retirement savers missing a trick with the lifetime ISA?

Lifetime ISA effectively a stalking horse for pension reform

clock 18 May 2023 • 4 min read
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