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

To 2p or not 2p: Income tax rate changes explained

To 2p or not 2p: Income tax rate changes explained

'Income tax rate changes, but not the ones we were expecting'

Julia Peake
clock 18 December 2025 • 6 min read
Will the Budget be enough to halt the UK's high-net-worth exodus?

Will the Budget be enough to halt the UK's high-net-worth exodus?

'People are not buying into the chancellor's message that the UK is pro-business'

Stephen Kenny
clock 01 December 2025 • 4 min read
Budget 25: Key takeaways from Autumn Budget 2025

Budget 25: Key takeaways from Autumn Budget 2025

Eight key takeaways

Linus Uhlig
clock 27 November 2025 • 4 min read