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

Child benefit changes could see higher earners reap pension boost

Child benefit changes could see higher earners reap pension boost

Analysis from Quilter says gains to be made from Spring Budget changes

Jenna Brown
clock 11 March 2024 • 2 min read
Spring Budget 24: Non-dom scrap 'a missed opportunity' for the UK

Spring Budget 24: Non-dom scrap 'a missed opportunity' for the UK

‘It may be possible to trigger foreign income and gains prior to 6 April 2025’

Hope Coumbe
clock 07 March 2024 • 4 min read
Spring Budget 24: Child benefit charge threshold raised to £60,000

Spring Budget 24: Child benefit charge threshold raised to £60,000

Measure to address 'unfair' system welcomed by industry commentators

Jenna Brown
clock 06 March 2024 • 7 min read