IHT

Baroness Ros Altmann says the policy is ‘fraught with dangers’

Affluent individuals change behaviour

April 2027 sees unused pension funds come under the scope of IHT

‘Any change drives advice’, head of advice says

Changes to CGT would have ‘clear implications for wealth planning’

More estates will fall into scope as thresholds remain frozen

‘A more collaborative approach would be welcomed but remains unlikely’

Strengthening onshore and offshore bond offering

‘It has shifted the timing and focus of conversations’

Families could face £12.3bn in ‘preventable' IHT