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IHT

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
HMRC more than doubles interest rate on overdue IHT to 6%

Tax Planning

HMRC more than doubles interest rate on overdue IHT to 6%

The increase will be effective immediately on rates from today

clock 06 January 2023 • 2 min read
Inheritance tax receipts on track for 'record-breaking year'

Tax planning

Inheritance tax receipts on track for 'record-breaking year'

Receipts for April to November 2022 were £4.8bn

clock 21 December 2022 • 1 min read
How diversification can support the value of a client's legacy

Tax Planning

How diversification can support the value of a client's legacy

Diversification is one of the foundations of financial planning

clock 20 December 2022 • 3 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
IFS calls for overhaul of favourable IHT/pensions position

Tax planning

IFS calls for overhaul of favourable IHT/pensions position

Institute says reforms could raise revenue and cut income tax avoidance

clock 15 December 2022 • 3 min read
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