inheritance tax

Expected to lead to delays in payments to beneficiaries

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

Ideas put forward by industry experts in post-Budget technical consultation

Budget tax changes and rising take highlight advice value, experts say

The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.

As Budget changes impacting pension savers and farmers to take effect

Pensions and IHT expected to impact more than half of clients

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

Ahead of next weeks’ Autumn Budget