Estate planning

'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

‘I heard it from my mate down the pub…’

'Change could result in significantly higher tax liabilities '

Ideas put forward by industry experts in post-Budget technical consultation

December receipts totalled £620m up 13%

134% rise in year-long cases

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'