Tax
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension schemes and Benefit in…
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Industry professionals comment on the latest IHT receipts for April
With the news of Inheritance Tax receipts for April 2025 reaching £0.8 billion, industry experts and professionals have shared their expertise: Ian…
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Inheritance Tax Receipts raise £0.8 billion in one month
Inheritance tax receipts hit £0.8 billion in April 2025 according to data released by HM Revenue and Customs (HMRC) this morning. This is £97…
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HW Fisher reacts to rising Inheritance Tax Receipts: Jamie Morrison comments on HMRC April data
In response to today’s bulletin published by HMRC on the taxes it collected in April, Jamie Morrison, Head of Private Client, at HW Fisher…
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Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
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CGT receipts will disappoint the Chancellor but growing demand for financial planning amid tax reforms and wealth flows
Despite Capital Gains Tax (CGT) receipts undershooting the Autumn Budget forecasts and a £20 billion downgrade to the Capital Gains tax-take predicted…
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Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
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HMRC simple assessments soar 74% in a year as stealth tax hits pensioners
New figures obtained by Quilter, the wealth manager and financial adviser, under the Freedom of Information Act reveal that HMRC issued 1.32…
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SPW: three-quarters of people don’t understand IHT
A new report from Schroders Personal Wealth (SPW) has revealed that many people are not financially prepared for the future. Uncertainty around…

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