With a government report suggesting just 1% of 'gifters' are primarily motivated by tax-planning concerns, Neil MacGillivray argues there is plenty of opportunity for advisers to encourage clients to think about IHT
HMRC's recent study, entitled Lifetime gifting: reliefs, exemptions, and behaviours, set out to explore peoples' awareness of inheritance tax (IHT) rules and exemptions and to what extent these factors...
Put back to April 2021
Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...
Taxes will have to increase after the March Budget if the government plans to honour the spending plans in outlined last year, the Institute for Fiscal Studies (IFS) has warned.
UK investors lost hundreds of thousands of pounds
Lifts advisers to seven
Income from advice fees down