The “Inheritance Tax receipts at record levels” headlines have been a constant in recent months....
Tag archive for: HMRC
“Inheritance tax now tops list of concerns for clients in retirement”
Until that bombshell in Rachel’s first Budget, pensions were a bedrock of IHT planning for clients...
“No u-turn on pension IHT overhaul as Finance Bill set to become law”
So hopes of one last (or one more) U-Turn are likely to be dashed. Pensions look set to become...
“IHT receipts hit £7.1bn as HMRC on track for record year”
There you go, it’s all working, the take from the taxes that no ‘working people’ have to pay has...
“Harry Styles and Anthony Joshua among UK’s top taxpayers”
A different slant on the ‘Rich List’ is who pays the most tax, a matter of public record. The...
“Trust use swells in response to frozen IHT bands”
‘Back in the day (I know, me, too), trusts of various hues were the go-to recommendation to help...
“Reaction as chancellor considers cap on lifetime gifting”
She’s very considerate, our Chancellor, if the many...
“Google searches for IHT advice surge”
‘Rachel Reeves is turning traditional planning “on its head” by bringing pensions into the scope...
“Only 17 per cent of over 40s have a power of attorney”
Questions we’ll ask you with (hopefully not too) monotonous regularity if you’re a client are ‘do...
“Govt moves forward with IHT/pension plans from April 2027”
You can imagine the scene in No.11 last year. They’d come in with a pledge not to up income tax,...
“‘Not open for business’: UK risks deterring HNW clients with tax pressure”
The ’Taxing the rich until the pips squeak’ of 1970s Labour or the more recent and...
“Fifth of over 55s could be subject to fresh IHT liability from 2027”
We’ve often said that Inheritance Tax inspires disproportionate fear and loathing, as the numbers...
“Almost three-quarters of UK adults do not understand how IHT works”
Three quarters of us have heard of Inheritance Tax and have an idea that it’s not nice and could...
“Why most won’t need to worry about IHT on pensions”
Many a government has made the point that only a minority will be affected by this or that tax...
“What to be aware of when contesting a will”
We’ll always ask you when we meet whether you a) have a will and b) if it’s up to date and when...