Professional Adviser TV: IHT 'uncertainty' and a pigeon hole warning

Key message is ‘not to panic’

Professional Adviser
clock • 1 min read

This episode of Professional Adviser TV sees Elevation Group director Matt Black and Foresight partner Hugi Clarke join the team in the studio to talk about the impact of inheritance tax (IHT) on pensions for both advisers and clients.

In this week's Advice Lens, the duo touch on whether other products such as cash ISAs are "in the firing line" as speculations continue ahead of Autumn Budget 2025. Black touched on how the advice profession is used to change, but "consultation with industry leaders would have been helpful". "Clients are asking us whether other products may come into the firing line including cash ISAs, and the impact it can have on future," he said. Clarke stressed that this is a "seismic change". He noted that the upcoming changes have led to IHT-related estates doubling in size and have created ...

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