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Estate planning

Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Estate planning

Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Complexity is part and parcel of tax reliefs and exemptions

clock 22 April 2025 • 2 min read
Treasury set to benefit from a £2.4bn boost from IHT

Tax planning

Treasury set to benefit from a £2.4bn boost from IHT

Will raise £14.3bn after pensions come under the IHT umbrella

clock 26 March 2025 • 2 min read
Myth-busting HNW clients' most common misconceptions

Tax planning

Myth-busting HNW clients' most common misconceptions

‘I heard it from my mate down the pub…’

clock 13 March 2025 • 5 min read
Passing on wealth: How IHT changes will affect pension planning

Tax planning

Passing on wealth: How IHT changes will affect pension planning

'Change could result in significantly higher tax liabilities '

clock 11 March 2025 • 4 min read
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
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
Octopus Investments unveils IHT and estate planning helpdesk

Estate planning

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

clock 16 September 2024 • 2 min read
Lasting power of attorney: Who guards the guardians?

Estate planning

Lasting power of attorney: Who guards the guardians?

'LPAs can be a real asset if used properly'

clock 23 August 2024 • 3 min read
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