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Estate planning

Gifting: Who should make the gift?

Estate planning

Gifting: Who should make the gift?

'Advisers should take a broader view of the family balance sheet'

clock 10 April 2026 • 4 min read
Andrew Tully: The IHT on pensions illiquid assets challenge

Tax planning

Andrew Tully: The IHT on pensions illiquid assets challenge

'The need for advice is clear'

clock 10 April 2026 • 4 min read
Roddy Munro: IHT on pensions sees estate planning take centre stage

Estate planning

Roddy Munro: IHT on pensions sees estate planning take centre stage

'Many recognise that existing planning frameworks are no longer sufficient'

clock 09 April 2026 • 4 min read
Expect 'painful teething challenges' on IHT overpayments, advisers warn

Tax planning

Expect 'painful teething challenges' on IHT overpayments, advisers warn

Fears HMRC delays could lead to months-long waits

clock 02 April 2026 • 2 min read
Aberdeen Adviser launches trust service on Wrap platform

Estate planning

Aberdeen Adviser launches trust service on Wrap platform

To help advisers deal with the £7trn great wealth transfer

clock 27 March 2026 • 2 min read
NS&I to pay out hundreds of millions over bereavement claims errors

Estate planning

NS&I to pay out hundreds of millions over bereavement claims errors

CEO resigns and pensions minister says taxpayers will not foot bill

clock 26 March 2026 • 2 min read
With IHT and EIS reform, 2026 is a transitional year for long term planning

Tax planning

With IHT and EIS reform, 2026 is a transitional year for long term planning

EIS 'enters the conversation with new prominence'

clock 20 March 2026 • 4 min read
Watch on-demand: IHT on pensions – Advisers' questions answered

Tax planning

Watch on-demand: IHT on pensions – Advisers' questions answered

Catch up on 10 March webinar

clock 16 March 2026 • 1 min read
Charitable gifting from pensions: Beating the post-75 double tax

Estate planning

Charitable gifting from pensions: Beating the post-75 double tax

Gifting from the estate vs the pension

clock 04 March 2026 • 4 min read
IHT changes: Have your clients reviewed their gifting strategy?

Estate planning

IHT changes: Have your clients reviewed their gifting strategy?

Steps clients should consider to assist them on their 'estate planning journey'

clock 03 March 2026 • 5 min read
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