If you’re worried about Inheritance Tax, what you can do to stop many ‘000’s going in tax and not...
Tag archive for: IHT
7/10 have no idea how big their IHT bill will be
When someone talks to us for the first time, they will have a problem which they hope we can solve...
2:3 of over 55s don’t understand pensions and IHT
Two thirds of over-55s don’t know that or understand how pensions will come into the IHT net next...
Pensions and IHT will be an admin nightmare
If you die with anything left in a pension pot, it will be liable to IHT from next April. How...
“Record year for IHT as receipts reach £8.5bn”
The “Inheritance Tax receipts at record levels” headlines have been a constant in recent months....
“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...
“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,...
“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...