Estate Planning
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IHT thresholds freeze will cost £270,000 by 27/28 tax year
Inheritance tax (IHT) thresholds would be £270,000 higher by the 27/28 tax year if they had risen in line with inflation, new…
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Seizing the 2027 Mandate: How advisers can capitalise on the end of pension IHT exemptions
Gareth Davies, pension specialist at Scottish Widows, highlights the April 2027 inheritance tax changes as a major shift for advisers, with unused…
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Frozen £3,000 inheritance tax-free gift allowance has lost 78% of its value after remaining unchanged since 1981
The annual £3,000 allowance that allows individuals to pass on gifts free of inheritance tax has lost 78% of its value since…
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CII says profession is ‘more worried than prepared’ for £5.5trillion Great Wealth Transfer
The Chartered Insurance Institute (CII) Group has published findings from its Great Wealth Transfer Roundtable, warning that the financial planning profession is underprepared for…
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The emotional dynamics associated with the transfer of clients’ wealth | Practical tips from CFA Institute’s Hayman
In this insight for IFA Magazine, Genevieve Hayman, Senior Research Affiliate in Research, Advocacy, and Standards at CFA Institute, shares practical tips…
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Great wealth transfer is reshaping what investors want from advisers
With the first of 1.1 billion baby boomers1 reaching their 80th birthday this year, the advice business is ripe for disruption as beneficiaries decide…
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Pensions and inheritance tax: What’s changing from April 2027?
Tom Forrester, trainee financial planner at BRI Wealth Management, outlines the inheritance tax changes due to take effect from April 2027, when…
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Study reveals family office investment strategies shift as younger generations take a bigger role
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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Winning the next generation with trust, not technology
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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The shifting inheritance tax landscape has resulted in a notable uptick in anxiety
Inheritance tax receipts have continued their upward trajectory, with the latest data highlighting ongoing fiscal drag from frozen thresholds and upcoming reforms…
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