Tax planning

'Pension entitlements cropping up much later will cause a big headache for PRs'

The most common regret is leaving things too late

'Private pensions are no longer simply a retirement savings vehicle. They have become a growing source of tax revenue'

Changes to CGT would have ‘clear implications for wealth planning’

CGT receipts reached £168m compared to £232m last year

More estates will fall into scope as thresholds remain frozen

'This isn't a dramatic tax shock; it's a gradual squeeze'

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

A quarter of planning firms flag this, Saltus research finds

‘It has shifted the timing and focus of conversations’