Andrew Tully

IHT goes 'mainstream' as latest HMRC receipts hit record high

Tax planning

IHT goes 'mainstream' as latest HMRC receipts hit record high

Receipts for April 2022 to March 2023 reach £7.1bn

clock 25 April 2023 • 3 min read
Later life planning piquing the lion's share of advisers' interests

Retirement

Later life planning piquing the lion's share of advisers' interests

Latest Canada Life research looks at challenges and opportunities

clock 04 April 2023 • 1 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
Spring Budget 23: MPAA limit increase to £10,000 well received  

Pensions

Spring Budget 23: MPAA limit increase to £10,000 well received  

Positive news for savers and younger advisers coming through the ranks

clock 15 March 2023 • 3 min read
Spring Budget 23: Annual allowance rise 'exciting' for advice

Pensions

Spring Budget 23: Annual allowance rise 'exciting' for advice

Chancellor increased AA to £60,000 in Spring Budget speech

clock 15 March 2023 • 5 min read
IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Tax Planning

IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Figures for April 2022 to January 2023 released by HMRC

clock 21 February 2023 • 3 min read
Making a comeback: Annuities firmly back on the agenda

Income

Making a comeback: Annuities firmly back on the agenda

Annuities are looking increasingly attractive for clients

clock 13 February 2023 • 4 min read
Rising IHT receipts on track for 'record-breaking' year

Tax Planning

Rising IHT receipts on track for 'record-breaking' year

Govt netted £5.3bn between April and December 2022

clock 24 January 2023 • 3 min read
Inheritance tax receipts on track for 'record-breaking year'

Tax planning

Inheritance tax receipts on track for 'record-breaking year'

Receipts for April to November 2022 were £4.8bn

clock 21 December 2022 • 1 min read
HMRC reveals 25% fall in people breaching annual allowance limit

Pensions

HMRC reveals 25% fall in people breaching annual allowance limit

‘Thresholds for tapered AA rose to over £200,000’

clock 28 September 2022 • 2 min read