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Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
Surge in probate delays following inheritance tax changes

Estate planning

Surge in probate delays following inheritance tax changes

134% rise in year-long cases

clock 16 January 2025 • 1 min read
Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

Estate planning

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

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

clock 19 December 2024 • 5 min read
Octopus Investments unveils IHT and estate planning helpdesk

Estate planning

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

clock 16 September 2024 • 2 min read
Lasting power of attorney: Who guards the guardians?

Estate planning

Lasting power of attorney: Who guards the guardians?

'LPAs can be a real asset if used properly'

clock 23 August 2024 • 3 min read
Lessons from Succession: Unlocking generational wealth

Estate planning

Lessons from Succession: Unlocking generational wealth

What advisers can learn from the Roy family...

clock 14 August 2024 • 4 min read
Minimising clients' IHT liabilities: Where there's a will there's a way

Tax planning

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

clock 08 April 2024 • 4 min read
Estate planning: Testamentary capacity in the spotlight

Estate planning

Estate planning: Testamentary capacity in the spotlight

'My top tip for futureproofing your will is follow the golden rule'

clock 18 March 2024 • 4 min read
The role of advisers in implementing clients' testamentary wishes

Estate planning

The role of advisers in implementing clients' testamentary wishes

How to avoid challenges to a will after a client death

clock 15 January 2024 • 4 min read
Part of the plan: LPAs are the missing piece of the advice jigsaw

Estate planning

Part of the plan: LPAs are the missing piece of the advice jigsaw

Legislation aims to improve lasting power of attorney system

clock 23 November 2023 • 2 min read
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