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IHT

Gifting: Who should make the gift?

Estate planning

Gifting: Who should make the gift?

'Advisers should take a broader view of the family balance sheet'

clock 10 April 2026 • 4 min read
Andrew Tully: The IHT on pensions illiquid assets challenge

Tax planning

Andrew Tully: The IHT on pensions illiquid assets challenge

'The need for advice is clear'

clock 10 April 2026 • 4 min read
Roddy Munro: IHT on pensions sees estate planning take centre stage

Estate planning

Roddy Munro: IHT on pensions sees estate planning take centre stage

'Many recognise that existing planning frameworks are no longer sufficient'

clock 09 April 2026 • 4 min read
Probate cases taking nearly two years rise by 131%

Tax Planning

Probate cases taking nearly two years rise by 131%

Increased risk of interest accruing on IHT

clock 07 April 2026 • 2 min read
Individuals taking pension lump sums early hits 116,000 as IHT fears bite

Pensions

Individuals taking pension lump sums early hits 116,000 as IHT fears bite

Up from 110,000 the previous year

clock 07 April 2026 • 3 min read
Why the Scottish Budget means it's time to act to save your pension

Tax planning

Why the Scottish Budget means it's time to act to save your pension

'These changes may mark something of an inflection point'

clock 02 April 2026 • 4 min read
Expect 'painful teething challenges' on IHT overpayments, advisers warn

Tax planning

Expect 'painful teething challenges' on IHT overpayments, advisers warn

Fears HMRC delays could lead to months-long waits

clock 02 April 2026 • 2 min read
Treasury rejects Lords' IHT on pensions recommendations

Tax planning

Treasury rejects Lords' IHT on pensions recommendations

Final guidance to be published in Spring 2027

clock 31 March 2026 • 3 min read
Majority of UK adults oblivious to pensions IHT change - research

Tax planning

Majority of UK adults oblivious to pensions IHT change - research

Standard Life research finds 89% have little or no awareness about upcoming IHT pension changes

clock 24 March 2026 • 3 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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