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IHT on pensions

IHT on pensions 'horribly complex' for personal representatives

Tax planning

IHT on pensions 'horribly complex' for personal representatives

Concerns raised about meeting the six-month deadline

clock 12 November 2025 • 6 min read
IHT planning: A fourth date conversation?

Tax planning

IHT planning: A fourth date conversation?

'A whole of life option may often be more accessible than people think'

clock 11 November 2025 • 5 min read
Trusts: Advisers' IHT on pensions questions answered

Tax planning

Trusts: Advisers' IHT on pensions questions answered

Discretionary trusts, bypass trusts and more

clock 10 November 2025 • 5 min read
Annuities: Advisers' IHT on pensions questions answered

Tax planning

Annuities: Advisers' IHT on pensions questions answered

IHT treatment, death benefits, and ‘tax on tax’

clock 10 November 2025 • 7 min read
IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

Tax planning

IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

'Professional financial advice will be central'

clock 06 November 2025 • 5 min read
Business relief: Advisers' IHT on pensions questions answered

Tax planning

Business relief: Advisers' IHT on pensions questions answered

AIM shares, gifting and the upcoming Autumn Budget

clock 06 November 2025 • 6 min read
LCP warns 'more thought needed' to make IHT on pensions workable

Tax planning

LCP warns 'more thought needed' to make IHT on pensions workable

Calls for major changes

clock 03 November 2025 • 4 min read
Unintended consequences: Why protection needs tech-led transformation

Protection

Unintended consequences: Why protection needs tech-led transformation

'The protection industry cannot afford to rely on legacy systems and manual processes'

clock 30 October 2025 • 2 min read
Advisers seeing clients cut pension contributions to mitigate IHT change

Your profession

Advisers seeing clients cut pension contributions to mitigate IHT change

75% of advisers expect to adjust IHT strategies for nearly a third of their clients

clock 28 October 2025 • 1 min read
The 'stark' impact of tax and pensions changes on special needs families

Tax planning

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

clock 27 October 2025 • 8 min read
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