Autumn Budget changes making advisers consider trusts for IHT planning

Research from HSBC Life (UK) for its report The Three I's of Investable Capital 2025 found 79% of advisers said they are more likely to consider trusts as a direct result of the Budget changes which will bring unused pension pots into the scope of IHT  for the first time. Meanwhile, it also revealed that advisers are working hard to support clients manage IHT liabilities and more than two out of three (68%) clients have discussed IHT planning with their adviser. However, less than half (47%) of advised clients have solutions in place to reduce or plan for potential IHT on their estate...