Tax
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet Betteridge,…
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14% rise in ‘deathbed marriages’ over five years as couples wed to avoid 40% IHT burden
The number of short notice marriage applications, often referred to as ‘deathbed marriages’, jumped 14% in 5 years, rising from 1,420 to…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period April to August…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cuts. Rachael…
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Raymond James: No change, no surprise from the Bank of England
The Bank of England is set to hold interest rates at 4% this week, the lowest level since March 2023, following August’s…
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Employers see the writing on the wall for pensions salary sacrifice schemes
Over 90% of employers think that the chancellor will place restrictions on pensions salary sacrifice schemes at the upcoming Autumn Budget, according…
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Advisers are helping to make the most of IHT allowances
Written by Dave Harris, CEO at later life lender, more2life Inheritance Tax (IHT) is complicated. It’s not necessarily the tax itself, but…
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Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
Financial planners at Rathbones, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax…
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High earners face £7k extra tax if thresholds freeze extends to 2030
High earners could face paying more than £7,000 in extra income tax if the Chancellor, in the upcoming Budget, extends the current…
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