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Tax planning

Pension first or last? What the numbers really tell us

Pensions

Pension first or last? What the numbers really tell us

'Focusing solely on reducing the pension before death can increase lifetime tax'

clock 28 August 2026 • 4 min read
IHT on pensions: New thinking on taking income in retirement?

Pensions

IHT on pensions: New thinking on taking income in retirement?

‘This has undoubtedly had a huge impact on planning for many clients’

clock 26 August 2026 • 3 min read
Financial planner Depledge partners with law firm for IHT on pensions prep

Tax planning

Financial planner Depledge partners with law firm for IHT on pensions prep

Unspent pension pots come into scope in eight months

clock 17 August 2026 • 3 min read
CGT: A stealth tax representing advice opportunity

Tax planning

CGT: A stealth tax representing advice opportunity

'The sharpest sense of grievance may be among business owners'

clock 12 August 2026 • 8 min read
The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

Tax planning

The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

'I believe IHT planning is becoming as much about psychology as legislation'

clock 11 August 2026 • 4 min read
Advisers urged to review legacy files after Court of Appeal IHT ruling

Tax planning

Advisers urged to review legacy files after Court of Appeal IHT ruling

HMRC is considering its next steps

clock 28 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Your profession

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

clock 23 July 2026 • 5 min read
The pension IHT guidance gap and what advisers should do about it

Tax planning

The pension IHT guidance gap and what advisers should do about it

Full operational guidance won't arrive until spring 2027

clock 21 July 2026 • 3 min read
Chancellor John Healey urged to prioritise tax clarity and stability

Tax planning

Chancellor John Healey urged to prioritise tax clarity and stability

Sixth chancellor in just over four years

clock 21 July 2026 • 3 min read
Over 55s more worried about care costs than IHT

Tax planning

Over 55s more worried about care costs than IHT

Priorities shift for those aged 35 to 44, research finds

clock 20 July 2026 • 2 min read
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