IHT

Libby Holding: Don't forget your will when you're saying 'I do'

Estate planning

Libby Holding: Don't forget your will when you're saying 'I do'

Contemplation clauses explained

clock 27 September 2021 • 4 min read
IHT receipts rise to £2.7bn, HMRC figures reveal

Tax planning

IHT receipts rise to £2.7bn, HMRC figures reveal

Up £0.7bn year-on-year

clock 21 September 2021 • 3 min read
Family dynamics: Why intergenerational wealth transfer strategies matter

Your Business

Family dynamics: Why intergenerational wealth transfer strategies matter

‘Family dynamics, financial education and emotions’

clock 14 September 2021 • 11 min read
Andrew Megson: Helping clients finally get their will in place

Estate planning

Andrew Megson: Helping clients finally get their will in place

Majority do not have will in place

clock 27 July 2021 • 5 min read
Govt IHT tax take rises 33% from 2020

Estate planning

Govt IHT tax take rises 33% from 2020

Receipts between April and June were £1.5bn in total

clock 21 July 2021 • 1 min read
Lilly Whale: Tax planning for grandparents explained

Tax planning

Lilly Whale: Tax planning for grandparents explained

IHT implications

clock 29 June 2021 • 4 min read
IHT receipts up 54% year-on-year in April and May

Investment

IHT receipts up 54% year-on-year in April and May

£5m in tax receipts

clock 22 June 2021 • 1 min read
Amy Cole: How tax simplification is disrupting financial advice

Tax Planning

Amy Cole: How tax simplification is disrupting financial advice

Tax adviser turned life coach

clock 02 June 2021 • 4 min read
Neil MacLeod: Beat the freeze - IHT planning using trusts

Retirement

Neil MacLeod: Beat the freeze - IHT planning using trusts

Interesting questions

clock 26 May 2021 • 5 min read
Les Cameron: ISA stats lead to planning thoughts

ISAs

Les Cameron: ISA stats lead to planning thoughts

ISA tax relief cost £3.3bn in 2018/19

clock 24 March 2021 •
Most read
01

Fidelity wins the big prize at Schroders UK Platform Awards

22 September 2021 • 1 min read
02

Govt to pay out £1bn after chronic state pension underpayment

22 September 2021 • 4 min read
03

IHT receipts rise to £2.7bn, HMRC figures reveal

21 September 2021 • 3 min read
04

Industry Voice: What are transaction costs?

22 September 2021 • 1 min read
05

FCA bans adviser after 'understating' income in tax returns

27 September 2021 • 1 min read