Estate Planning
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Defined contribution pension estates shake-up boosts onshore investment bond use
The inclusion of unused defined contribution (DC) pension funds in estates is shaking up advice and boosting the use of onshore investment…
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IHT changes to pensions: the unintended impact on charitable legacies
Adam Creasey, senior associate, and Emma Sinclair, trainee solicitor, at Stevens & Bolton, examine how the April 2027 inheritance tax changes for…
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Compounding effect of IHT reforms prompting long-term residents to exit the UK
According to Marc Acheson, Global Wealth Specialist at Utmost, a leading provider of insurance-based wealth solutions, the UK is experiencing a second wave…
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Lack of communication fuelling step-family inheritance disputes, as 80% of UK adults say their family don’t know their wishes for when they die
Lack of estate planning and communication within families is fuelling a significant rise in inheritance disputes, with blended families at most risk…
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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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