Tax
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Chancellor to lure HNWIs at IMF tomorrow: a ‘critical moment’ says Mishcon de Reya
Chancellor Rachel Reeves will be setting out her stall for the UK as a ‘safe harbour’ for wealthy international professionals tomorrow at…
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Advisers get ahead of 2027 IHT pensions shake-up
Nearly six in ten (57%) advisers say their clients are uncertain about pensions being subject to inheritance tax from April 2027, new…
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Early tax year reset offers opportunity for advisers as investors look to act sooner, finds Wealthtime research
New research from Wealthtime, the adviser platform business, reveals that the start of the new tax year gives advisers an important opportunity…
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Part 3: Pension planning in a post-lifetime allowance world | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the third and final instalment in a 3-part mini series on the new tax…
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Part 2: Inheritance tax planning in a world of frozen thresholds | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the second in a 3-part mini series on the new tax year. This second…
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Number of people taking pension lump sums as early as they can hits 116,000 as IHT fears bite – a five year high
116,000 individuals made lump-sum withdrawals from their pensions as soon as they could (i.e. aged 55) in the last year, up from…
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Probate cases taking nearly two years to be granted soar 131%
New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter, the financial adviser and pension provider,…
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Part 1: Adapting to lower tax allowances | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the first in a 3-part mini series on the new tax year. This first…
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Four ways to mitigate an IHT bill on pensions from April 2027 | Adviser insight
As the new tax year kicks off, savers have four options to mitigate the impact of pensions being brought into their estates…
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End of tax year planning: key actions advisers should prioritise before the 5th of April
In the following exclusive for IFA Magazine, Isabelle Smith, Tax Manager at Azets, shares key considerations for advisors to raise with their clients…
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