Estate Planning
-
46% jump in extra tax collected from Capital Gains Tax investigations as HMRC targets IHT planning
Extra tax collected by HMRC from capital gains tax investigations jumped 46% in the last year to £266m up from £182m* the…
-
Just 3% of over-65s are confident in using bonds for IHT planning, LV= research reveals
Research from investment, protection and retirement specialist LV= highlights a significant awareness gap around investment bonds as part of inheritance tax (IHT)…
-
Seven gifting mistakes and how they could cost your loved ones
Charlene Young, senior pensions and savings expert at AJ Bell, examines how more families are turning to gifting as inheritance tax receipts…
-
New analysis reveals planned Inheritance Tax changes are already impacting gifting behaviour
A new survey1 from RBC Brewin Dolphin found that over half (62%) of affluent individuals are concerned about upcoming changes to Inheritance Tax…
-
HMRC says £156m of gifts intended to reduce IHT may still be taxable
HMRC says it has identified £156m worth of gifts in the last year* that may still be liable for Inheritance Tax (IHT)…
-
Financial planning firms see estate planning and retirement as top client priorities
Clients of financial planning firms are increasingly looking for support across retirement, estate planning and intergenerational wealth transfer, according to the latest Financial…
-
Inheritance mismatch: Gen Z betting on payouts as parents plan to spend
A disconnect is emerging between younger generations expecting to inherit, and parents balancing their own retirement lifestyle and needs, according to new…
-
Late IHT penalties surge 35% as families struggle with complex returns
The number of penalties issued by HMRC for filing Inheritance Tax (IHT) returns late increased 35% to 5,200 over the last five…
-
Inheritance tax and gifting: A guide for grandparents
Emi Page, legal director at Winckworth Sherwood, outlines the inheritance tax rules grandparents should keep in mind when making lifetime gifts to…
-
Brits missing out on little-known inheritance tax relief on regular gifts
Nearly three quarters of UK adults (72%) do not realise that money regularly gifted from spare or excess income is immediately exempt…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
