Estate planning

Join us on 10 March 2026

Gifting from the estate vs the pension

Steps clients should consider to assist them on their 'estate planning journey'

‘Inheritance disputes often lead to lengthy and costly litigation’

Planning considerations for new trusts

Response to CGT and IHT changes

'The overarching advice we give to advisers is simple: engage at a human level'

'Clients are increasingly expecting holistic advice'

Complexity is part and parcel of tax reliefs and exemptions

Will raise £14.3bn after pensions come under the IHT umbrella