Kim Jarvis: Top three adviser IHT queries - and how to address them

Office of Tax Simplification review

clock • 4 min read

With IHT frequently topping the list of advisers' concerns, Kim Jarvis has analysed the most common questions she receives in order to offer a top three of adviser IHT queries - and responses

Inheritance tax (IHT) has of late become a hot topic for advisers - no doubt fuelled by last year's review from the Office of Tax Simplification and the updates expected with every Budget announcement from the Chancellor. At the same time, though, it seems as if the review has added to the confusion around a couple of key issues concerning IHT. Canada Life's ican Technical Services Team answers thousands of queries every year on all sorts of topics of vital importance to advisers. With IHT frequently topping the list of advisers' concerns, we have analysed the most common questions we re...

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 Tax planning

IHT on pensions: Getting the practicalities right

IHT on pensions: Getting the practicalities right

Practical refinements needed to make reforms work effectively

Emily Deane
clock 15 October 2026 • 4 min read
Why a higher CGT rate may not mean most business owners pay it

Why a higher CGT rate may not mean most business owners pay it

While it is entirely possible that CGT rates could rise sharply in the Budget, Chris XX remains sceptical that the majority of genuine business owners will ultimately pay tax at the full headline rate...

Chris Riley
clock 14 October 2026 • 4 min read
Budget Media Watch: Chancellor will not hike CGT to match income tax

Budget Media Watch: Chancellor will not hike CGT to match income tax

Smaller rise possible

Alex Sebastian
clock 14 October 2026 • 2 min read