Providing for the future

clock •

Ian Dyall, Steve Hamp and Jeremy Pearson take a look at the effect prevailing economic conditions have on IHT planning and how clients are reacting

How has the current financial crisis affected people's inheritance tax planning strategies? Dyall: Fundamentally, no matter what markets prevail, clients have the same core desire when it comes to estate planning - to optimise the way they leave their wealth to the people who matter to them, and they need to do this without hampering their access to the money that they may need for the future. The key solutions available do not change either, so we are still using the same systematic approach - make best use of any allowances, reliefs or exemptions; reduce the estate by gifting or spend...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Estate planning

The estate planning conversation too many families never have

The estate planning conversation too many families never have

The Terminally Ill Adults (End of Life) Bill ended in defeat

Alexa Payet
clock 12 October 2026 • 4 min read
Why trusts remain relevant in financial planning

Why trusts remain relevant in financial planning

Making trusts easier to understand

Simon Dodd
clock 05 October 2026 • 4 min read
'Changeable environment': Don't delay, start estate planning today

'Changeable environment': Don't delay, start estate planning today

'Further changes could be announced to pay for any shifts in policy'

Julia Peake
clock 14 August 2026 • 4 min read