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IHT

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
IHT receipts rise again as government takes £5bn between April and October

Tax planning

IHT receipts rise again as government takes £5bn between April and October

Budget changes to ‘turbocharge’ government tax take

clock 21 November 2024 • 2 min read
Advisers concerned Budget impact on clients will be negative

Your Business

Advisers concerned Budget impact on clients will be negative

Pensions and IHT expected to impact more than half of clients

clock 20 November 2024 • 2 min read
Farmers urged to mitigate against IHT changes as protests hit Westminster

Tax planning

Farmers urged to mitigate against IHT changes as protests hit Westminster

Budget scrapped valuable IHT reliefs for agriculture and business assets

clock 19 November 2024 • 5 min read
Don't panic! Call for calm after Budget pensions IHT change

Tax planning

Don't panic! Call for calm after Budget pensions IHT change

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

clock 14 November 2024 • 3 min read
Advisers face surge in demand as more deaths set to trigger IHT charge

Tax Planning

Advisers face surge in demand as more deaths set to trigger IHT charge

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

clock 14 November 2024 • 2 min read
PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

Pensions

PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

Inclusion of pensions in IHT regime biggest change in advice in 30 years

clock 12 November 2024 • 3 min read
Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Your profession

Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

clock 04 November 2024 • 3 min read
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