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IHT

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
Surge in probate delays following inheritance tax changes

Estate planning

Surge in probate delays following inheritance tax changes

134% rise in year-long cases

clock 16 January 2025 • 1 min read
Pension predictions for 2025: IHT, 'mega funds' and targeted support

Pensions

Pension predictions for 2025: IHT, 'mega funds' and targeted support

PA talks to retirement experts about what 2025 has in store

clock 09 January 2025 • 3 min read
'Christmas has come early for the government' – IHT receipts rise

Tax planning

'Christmas has come early for the government' – IHT receipts rise

Budget tax changes and rising take highlight advice value, experts say

clock 20 December 2024 • 2 min read
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
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