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Estate planning

'Changeable environment': Don't delay, start estate planning today

Estate planning

'Changeable environment': Don't delay, start estate planning today

'Further changes could be announced to pay for any shifts in policy'

clock 14 August 2026 • 4 min read
The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

Tax planning

The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

'I believe IHT planning is becoming as much about psychology as legislation'

clock 11 August 2026 • 4 min read
Trust Registration Service: A hidden opportunity for advisers?

Estate planning

Trust Registration Service: A hidden opportunity for advisers?

More than a registration exercise

clock 06 August 2026 • 6 min read
OBR forecasts rise in IHT and CGT take as ageing population increases

Tax planning

OBR forecasts rise in IHT and CGT take as ageing population increases

Expected to increase from 1.4% to 2.2% of GDP

clock 08 July 2026 • 2 min read
SENDA launches first accredited training courses for special needs planning

Your profession

SENDA launches first accredited training courses for special needs planning

Full certification programme to follow

clock 25 June 2026 • 3 min read
Mitigating CGT becoming more important for clients

Tax planning

Mitigating CGT becoming more important for clients

A quarter of planning firms flag this, Saltus research finds

clock 16 June 2026 • 2 min read
IHT on pensions: Advisers on a new way of working

Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

clock 10 June 2026 • 8 min read
Octopus Legacy legal arm adds private client team

Estate planning

Octopus Legacy legal arm adds private client team

Grows headcount by around a third

clock 27 May 2026 • 2 min read
Aberdeen Adviser launches trust service on Wrap platform

Estate planning

Aberdeen Adviser launches trust service on Wrap platform

To help advisers deal with the £7trn great wealth transfer

clock 27 March 2026 • 2 min read
'No surprise' – IHT receipts rise with record year expected

Tax planning

'No surprise' – IHT receipts rise with record year expected

Hit £7.7bn for year to February

clock 20 March 2026 • 3 min read
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