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IHT

IFAs clock vital estate planning changes under Consumer Duty

Regulation

IFAs clock vital estate planning changes under Consumer Duty

Spotlight shone on third-party relationships and business relief

clock 06 December 2022 • 2 min read
Inheritance tax receipts up £0.5bn, HRMC figures reveal

Tax Planning

Inheritance tax receipts up £0.5bn, HRMC figures reveal

'IHT receipts to reach £7.8bn annually from 2027/28’

clock 22 November 2022 • 4 min read
Autumn Statement 22: A close look at what advisers must watch for

Tax planning

Autumn Statement 22: A close look at what advisers must watch for

All eyes on crucial tax issues advisers will need to wade through

clock 17 November 2022 • 7 min read
IHT freeze: Advisers say mitigation is 'all in the planning'

Tax planning

IHT freeze: Advisers say mitigation is 'all in the planning'

Expected IHT threshold freeze could last until 2028

clock 17 November 2022 • 3 min read
Advisers favour business relief in IHT planning - research

Tax planning

Advisers favour business relief in IHT planning - research

Business relief used by 83% of surveyed advisers

clock 10 November 2022 • 2 min read
Majority of UK adults support raising IHT threshold above £325,000

Tax planning

Majority of UK adults support raising IHT threshold above £325,000

Attitudes not swayed by current economic situation, experts say

clock 08 November 2022 • 3 min read
Advisers predict drop in gifting as IHT mitigator amid inflation angst

Tax planning

Advisers predict drop in gifting as IHT mitigator amid inflation angst

Over half of adviser respondents tell Puma that gifting is lacking appeal

clock 26 October 2022 • 3 min read
IHT bill of £3.5bn is govt attempt to plug holes, industry says

Tax Planning

IHT bill of £3.5bn is govt attempt to plug holes, industry says

Inheritance tax hits all-time high for 2022/23 in fourth year-on-year rise

clock 21 October 2022 • 3 min read
PA360 North: Estate planning a 'massive opportunity' for advisers

Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

'Help clients gain clarity on where they want their wealth to go'

clock 05 October 2022 • 2 min read
IHT tax take continues to rise as HMRC nets additional £0.3bn

Tax planning

IHT tax take continues to rise as HMRC nets additional £0.3bn

‘As house prices march ever higher so does the tax take from IHT’

clock 21 September 2022 • 4 min read
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