IHT

IHT tax take forecast to increase by £3bn in 'substantial' rise

Tax planning

IHT tax take forecast to increase by £3bn in 'substantial' rise

Office for Budget Responsibility predicts IHT receipts will grow

clock 16 March 2023 • 1 min read
Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Pensions

Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Some fear the government could alter IHT rules or hike the minimum pensions age to 60

clock 15 March 2023 • 3 min read
Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
Cost of living pessimism could lead to client later-life planning 'inertia'

Adviser tips

Cost of living pessimism could lead to client later-life planning 'inertia'

Five tips on how firms can look to boost client motivation

clock 23 February 2023 • 3 min read
IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Tax Planning

IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Figures for April 2022 to January 2023 released by HMRC

clock 21 February 2023 • 3 min read
Kingswood introduces AIM portfolio with inheritance tax element

Tax planning

Kingswood introduces AIM portfolio with inheritance tax element

Follows client demand for more inheritance tax services

clock 14 February 2023 • 1 min read
Rising IHT receipts on track for 'record-breaking' year

Tax Planning

Rising IHT receipts on track for 'record-breaking' year

Govt netted £5.3bn between April and December 2022

clock 24 January 2023 • 3 min read
Autumn Statement 22: Ten key takeaways for advisers to consider

Adviser tips

Autumn Statement 22: Ten key takeaways for advisers to consider

A look at the changes that will affect your work and business

clock 23 January 2023 • 4 min read
Achieving estate planning's twin goals through business relief

Tax planning

Achieving estate planning's twin goals through business relief

Exploring proactive estate planning advice strategies

clock 17 January 2023 • 5 min read
Transact launches IHT index for tracking client liability trends

Tax planning

Transact launches IHT index for tracking client liability trends

Number of IHT liable households has more than doubled in the last 15 years

clock 10 January 2023 • 1 min read