Tax planning

Partner Insight: Preserving ISA benefits through post-mortem tax planning

Tax planning

Partner Insight: Preserving ISA benefits through post-mortem tax planning

clock 10 June 2025 • 1 min read
IHT: All the options for reducing clients' taxable estates

Tax planning

IHT: All the options for reducing clients' taxable estates

'Clients can make gifts to trusts to reduce the taxable estate'

clock 09 June 2025 • 5 min read
Autumn Budget changes making advisers consider trusts for IHT planning

Tax planning

Autumn Budget changes making advisers consider trusts for IHT planning

Uptick in client concern about intergenerational planning

clock 05 June 2025 • 2 min read
Partner Content: What do advisers need to do to help clients with the great wealth transfer?

Tax planning

Partner Content: What do advisers need to do to help clients with the great wealth transfer?

Access the Professional Adviser educational content portal

clock 04 June 2025 • 1 min read
Thinking outside the tax box: The need for a modern approach

Tax planning

Thinking outside the tax box: The need for a modern approach

'Act now to ensure clients are resilient and well-positioned for the future’

clock 30 May 2025 • 4 min read
Partner Insight: Tax benefits of Drip-feed Drawdown

Tax planning

Partner Insight: Tax benefits of Drip-feed Drawdown

Using the tax-free cash lump sum to supplement regular income payments can offer advantages over the more traditional option of taking it all at once. Scottish Widows' Gareth Davies discusses.

clock 29 May 2025 • 5 min read
UK and IoM to 'explore' ways to combat tax avoidance

Tax planning

UK and IoM to 'explore' ways to combat tax avoidance

Ministers met on Tuesday to discuss crackdown

clock 28 May 2025 • 2 min read
Family investment companies – an alternative to trusts

Tax planning

Family investment companies – an alternative to trusts

'FICs appear to have become more popular than ever'

clock 27 May 2025 • 5 min read
The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

Tax planning

The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

IHT tax take for April up £97m on same period last year

clock 22 May 2025 • 3 min read
Government 'refusing' to back up IHT clawback claim, trade groups argue

Tax planning

Government 'refusing' to back up IHT clawback claim, trade groups argue

Lobbyists pen letter to chancellor

clock 21 May 2025 • 3 min read