Estate planning

‘This has undoubtedly had a huge impact on planning for many clients’

'Further changes could be announced to pay for any shifts in policy'

More than a registration exercise

Could look to 10% levy on all estates, reports suggest

Broader client conversations on estate planning encouraged

Affluent individuals change behaviour

‘Any change drives advice’, head of advice says

‘A more collaborative approach would be welcomed but remains unlikely’

Strengthening onshore and offshore bond offering

Families could face £12.3bn in ‘preventable' IHT