Demand for IHT advice surges as advisers turn to business relief

Advisers becoming ‘more proactive’ in IHT discussions

Isabel Baxter
clock • 2 min read

The majority UK financial advisers have reported a surge in inheritance tax (IHT) enquiries over the past year and are proactively raising solutions with clients, Foresight Group has found.

Foresight's survey research, reflecting the perspectives of 200 advisers, found that half of the community said at least 50% of their client base are likely to be impacted by IHT, based on their assets and liabilities. Advisers included in the survey estimate that around one third of their clients should have seriously considered IHT or estate planning but are yet to do so. They cite possible reasons for client hesitancy include desire to retain access and control of assets (73%), administrative delays (66%), perceived complexity of IHT solutions (51%) and policy uncertainty (51%). Wh...

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 Your profession

Editor's view: Headlines from the Scottish Budget

Editor's view: Headlines from the Scottish Budget

The editor's Friday Night Takeaway from 16 January

Jen Frost
clock 16 January 2026 • 2 min read
Feel Good Friday: Aviva launches unified charitable foundation

Feel Good Friday: Aviva launches unified charitable foundation

Grant-giving and donation programmes now under the Aviva Foundation

Professional Adviser
clock 16 January 2026 • 1 min read
Meeting the needs of vulnerable consumers in financial services

Meeting the needs of vulnerable consumers in financial services

'The dynamic nature of vulnerability can make determining who's in scope complicated'

Shriya Patel
clock 14 January 2026 • 4 min read