IHT

Partner Insight: Preserving ISA benefits through post-mortem tax planning

Tax planning

Partner Insight: Preserving ISA benefits through post-mortem tax planning

clock 10 June 2025 • 1 min read
IHT: All the options for reducing clients' taxable estates

Tax planning

IHT: All the options for reducing clients' taxable estates

'Clients can make gifts to trusts to reduce the taxable estate'

clock 09 June 2025 • 5 min read
Autumn Budget changes making advisers consider trusts for IHT planning

Tax planning

Autumn Budget changes making advisers consider trusts for IHT planning

Uptick in client concern about intergenerational planning

clock 05 June 2025 • 2 min read
Ann-Marie Atkins: Advisers must be 'more collaborative' for better client outcomes

Your profession

Ann-Marie Atkins: Advisers must be 'more collaborative' for better client outcomes

‘That is the challenge for advisers now’

clock 23 May 2025 • 2 min read
The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

Tax planning

The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

IHT tax take for April up £97m on same period last year

clock 22 May 2025 • 3 min read
Government 'refusing' to back up IHT clawback claim, trade groups argue

Tax planning

Government 'refusing' to back up IHT clawback claim, trade groups argue

Lobbyists pen letter to chancellor

clock 21 May 2025 • 3 min read
MPs urge one-year delay to farm inheritance tax reforms

Your profession

MPs urge one-year delay to farm inheritance tax reforms

Cross-party EFRA committee warns proposed IHT changes risk harming vulnerable farmers

clock 16 May 2025 • 2 min read
IHT on pensions overhaul risks fuelling scams against 'fearful' public

Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

clock 16 May 2025 • 3 min read
Are protection policies the key to avoid increased IHT bills?

Protection

Are protection policies the key to avoid increased IHT bills?

Changes have put life cover ‘firmly back into conversation’

clock 08 May 2025 • 4 min read
Advisers see higher client demand as tax changes and rumours cause confusion

Tax Planning

Advisers see higher client demand as tax changes and rumours cause confusion

See opportunity to provide ‘much-needed’ clarity

clock 23 April 2025 • 2 min read