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Tax planning

Advice 'essential' as IHT could snare triple the number of households from 2027

Tax planning

Advice 'essential' as IHT could snare triple the number of households from 2027

‘Fundamental shift in the UK’s estate planning landscape’

clock 15 October 2025 • 2 min read
Adviser interest in onshore bonds grows amid tighter CGT rules

Tax planning

Adviser interest in onshore bonds grows amid tighter CGT rules

Report finds growing adviser demand for support on tax-efficient investment structures

clock 15 October 2025 • 1 min read
Government considering tweaking IHT changes for farmers – reports

Tax planning

Government considering tweaking IHT changes for farmers – reports

Rumours ahead of 26 November Autumn Budget

clock 13 October 2025 • 1 min read
More than half of Brits want IHT abolished

Tax planning

More than half of Brits want IHT abolished

An increase on last year

clock 09 October 2025 • 2 min read
Opportunity in unsettling times: Four pre-Budget planning steps

Tax planning

Opportunity in unsettling times: Four pre-Budget planning steps

Tax allowance, pensions, ISAs, investment bonds

clock 07 October 2025 • 6 min read
Clients need 'tailored approach' ahead of IHT on pensions

Pensions

Clients need 'tailored approach' ahead of IHT on pensions

IHT ‘coming up more and more’ in conversations with clients

clock 03 October 2025 • 2 min read
Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Tax planning

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Catch up on Tuesday's webinar on pensions being brought into IHT's scope

clock 26 September 2025 • 1 min read
IHT advice demand to surge as advisers rethink decumulation strategies

Tax planning

IHT advice demand to surge as advisers rethink decumulation strategies

PA talks to BNY IM head of retirement Richard Parkin

clock 24 September 2025 • 5 min read
Andrew Tully: IHT on pensions roll-out continues to 'defy logic'

Pensions

Andrew Tully: IHT on pensions roll-out continues to 'defy logic'

'Government is stubbornly plodding on with including pensions in IHT'

clock 22 September 2025 • 4 min read
Budget 2025 predictions: Balancing economic reality and political ideology

Tax planning

Budget 2025 predictions: Balancing economic reality and political ideology

26 November speech will likely affect estate planning, investments and property

clock 18 September 2025 • 4 min read
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