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

Tackling the biggest challenge facing financial services in the UK

Tackling the biggest challenge facing financial services in the UK

'Trust in financial services is slipping'

Professional Adviser
clock 04 March 2026 • 4 min read
'No news is good news': Spring Statement stability welcomed

'No news is good news': Spring Statement stability welcomed

‘This was a low-key event, especially for pensions’

Jenna Brown
clock 03 March 2026 • 4 min read
FCA opens targeted support authorisation gateway

FCA opens targeted support authorisation gateway

Firms can now apply for permission to provide targeted support

Isabel Baxter
clock 02 March 2026 • 2 min read