Estate Planning
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IHT on pensions amendments set for third reading in the Commons
Rachel Vahey, Head of Public Policy at AJ Bell, highlights new amendments to the Finance (No. 2) Bill that underline how complex…
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Onshore Bonds: a growing opportunity amid tax reform
When Chancellor Rachel Reeves concluded her Autumn 2024 Budget speech, having announced changes to Capital Gains Tax (CGT) and plans to bring…
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What advisers should focus on: Pensions and Inheritance Tax (IHT) from April 2027
Despite the Government making concessions on a whole host of policies, it is now becoming increasingly clear that IHT on pension funds…
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‘Inheritance timebomb’: 3 in 5 people in their 40s and 50s don’t have a will – leaving families at risk of costly disputes
A growing inheritance crisis is emerging across the UK, with people in their 40s and 50s – the very stage of life…
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Blackfinch Investments expands adviser offering with adapt IHT insured service launch
Blackfinch Investments announces the launch of the Blackfinch Adapt IHT Insured Service – a new optional insured add-on available on the existing Adapt IHT Service. The Adapt…
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Financing and families: Legal Principles and Lessons from the Barclay Case | Charles Russell Speechlys
Tamasin Perkins, Partner at Charles Russell Speechlys, explores the legal and practical lessons arising from the Barclay family dispute, highlighting the risks…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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The importance of keeping a Will
Lisa Caplan, director of Charles Stanley Direct Advice and Guidance at Raymond James Wealth Management, highlights the importance of keeping a Will…
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Trusts in focus: Why advisers are rethinking estate planning ahead of the 2026 IHT changes
With significant inheritance tax (IHT) changes on the horizon and growing client interest in estate planning, trusts are firmly back in the…
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Downing’s Nick Priest takes a big-picture look at IHT planning opportunities and why advisers must rethink ‘pension first’ strategies
Sweeping IHT changes have redrawn the financial planning map for advisers. As Nick Priest, Head of Strategic Partnerships at Downing, explains why,…
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