IHT

Pension accumulation can no longer be considered separately from protection and estate planning

To help advisers prepare for ‘significant changes’ in April 2027

HMRC data for the period from April to August this year

KPMG outlook

The average retiree spends £27,159 a year, £5,000 more than last year

Advisers’ biggest concern is not understanding the pension IHT rules

Loss-making half year results confirm

'Do not sell an asset simply because newspapers have rediscovered CGT'

‘A very short timescale for such a significant change’

Second technical note