IHT

Join us on 10 March 2026

Gifting from the estate vs the pension

Behavioural responses to the measures ‘particularly uncertain’

Steps clients should consider to assist them on their 'estate planning journey'

Experts note ‘fairly modest’ growth

'It's essential for clients to remain patient, empathetic, and understanding'

Under pressure to file necessary paperwork with tight deadlines

Reminded to include cryptoassets in IHT returns

Response to CGT and IHT changes

'The introduction of IHT on pensions represents a fundamental shift in wealth transfer planning'