Estate Planning
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Industry reaction: Inheritance tax receipts rise to £7.1 billion in ten months
Inheritance tax (IHT) receipts reached £7.1 billion in the first ten months of the 2025/26 tax year, according to HM Revenue & Customs (HMRC)…
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Scottish Widows launches beneficiary nomination
Scottish Widows has introduced beneficiary nomination to help ensure money goes to the right people and to speed up payments to beneficiaries…
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General public backs law change to stop ‘predatory marriage’ inheritance abuse
Public support for reform of inheritance law has surged demanding better protection for vulnerable people making Wills with deep concern about predatory…
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AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities
AJ Bell Investcentre has today launched its first onshore bond link, the Countrywide Assured Onshore Bond, in partnership with Countrywide. Offering a…
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AJ Bell Investcentre launches a discretionary loan trust for advisers taking care of clients’ IHT and estate planning needs.
This comes following the launch of a discretionary gift trust and absolute gift trust for use with AJ Bell Investcentre General Investment Accounts (GIAs)…
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Missing wills and pensions expose families to inheritance delays and extra costs
New research from Canada Life1 reveals a widespread lack of awareness about where important family documents and financial policies are kept, leaving millions at…
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House of Lords report warns bringing pensions into IHT will create ‘significant delays and costs’
Rachel Vahey, Head of Public Policy at AJ Bell, responds to a House of Lords report warning that plans to bring unused…
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Royal London launches innovative IHT hub to support advisers
Royal London, the UK’s largest mutual provider of life, pensions, and investment services, has launched its new Inheritance Tax (IHT) hub, a comprehensive,…
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Experts react as inheritance tax heads towards another record haul
Inheritance tax receipts continue to rise, highlighting the growing impact of fiscal drag and recent policy changes on UK families and business…
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New inheritance tax risks emerge from Reeves’ Budget for those who made their own wills, legal experts warn
A legal expert has warned that Rachel Reeves’ new Budget changes could significantly affect how people write and update their wills, and…
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