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IHT

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
IHT pensions changes expected to drive 'strong interest' in annuities

Pensions

IHT pensions changes expected to drive 'strong interest' in annuities

Though ‘ambiguity’ persists on annuities treatment, retirement planning expert says

clock 04 November 2024 • 3 min read
News editor's view: Autumn Budget – a trick or treat for financial advisers?

Your profession

News editor's view: Autumn Budget – a trick or treat for financial advisers?

The news editor's Friday Night Takeaway from 1 November

clock 01 November 2024 • 3 min read
Pensions IHT exemption removal 'will come as a blow'

Your profession

Pensions IHT exemption removal 'will come as a blow'

'Removal of IHT exemption will result in a double tax hit for beneficiaries'

clock 31 October 2024 • 2 min read
Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

Your profession

Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

LCP says changes announced in Autumn Budget will ‘greatly’ add to the burden families face

clock 31 October 2024 • 3 min read
Labour's tax clampdown sparks fraud investigations 'spike' warning

Tax planning

Labour's tax clampdown sparks fraud investigations 'spike' warning

High-income individuals could look to ‘illegal tactics’, crime specialist says

clock 31 October 2024 • 2 min read
Autumn Budget 24: Inherited pensions to face IHT from 2027

Your profession

Autumn Budget 24: Inherited pensions to face IHT from 2027

Impacting wealth transfer efficiency and legacy planning

clock 30 October 2024 • 1 min read
234
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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
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Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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