IHT

IHT on pensions to cause 'operational complexity and risk' for providers

Pensions

IHT on pensions to cause 'operational complexity and risk' for providers

Expected to lead to delays in payments to beneficiaries

clock 31 January 2025 • 3 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 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
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
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