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IHT

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

Estate planning

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

clock 19 December 2024 • 5 min read
No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

Tax planning

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

In the light of the government’s latest Budget

clock 19 December 2024 • 5 min read
Pension death tax – fair game?

Tax planning

Pension death tax – fair game?

Government took steps to reset the purpose of a pension

clock 11 December 2024 • 4 min read
Navigating the new pension and IHT terrain: Implications from the 2024 Budget

Tax planning

Navigating the new pension and IHT terrain: Implications from the 2024 Budget

New regulations create a more nuanced environment

clock 09 December 2024 • 5 min read
Partner Insight: How IHT changes affect legacy planning

Tax planning

Partner Insight: How IHT changes affect legacy planning

The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.

clock 09 December 2024 • 8 min read
UK's wealthiest face IHT bills of more than £9m

Tax planning

UK's wealthiest face IHT bills of more than £9m

As Budget changes impacting pension savers and farmers to take effect

clock 06 December 2024 • 4 min read
IHT changes boosting farmers' interest in life cover

Your profession

IHT changes boosting farmers' interest in life cover

Response to Autumn Budget

clock 04 December 2024 • 2 min read
How advisers should approach inheritance planning with clients

Tax planning

How advisers should approach inheritance planning with clients

Crucial for clients to discuss inheritance plans with their adviser

clock 22 November 2024 • 4 min read
Personal representatives and IHT filing following the Budget

Tax planning

Personal representatives and IHT filing following the Budget

'The process of dealing with IHT papers can be onerous'

clock 21 November 2024 • 4 min read
Farmers and IHT: Why the chancellor's methods are wrong

Tax planning

Farmers and IHT: Why the chancellor's methods are wrong

Thousands of farmers protested against IHT changes in London this week

clock 21 November 2024 • 5 min read
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