IHT on pensions

AIM shares, gifting and the upcoming Autumn Budget

Calls for major changes

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

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

Among hardest hit by ‘poorly consulted’ reforms

IHT on pensions comes into effect from 6 April 2027

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

Advisers prepare for IHT reforms

IHT revenue on track for ‘another record-breaking year’

Have ‘traditionally been cautious’ on specialist products