Estate planning

‘A more collaborative approach would be welcomed but remains unlikely’

Strengthening onshore and offshore bond offering

Families could face £12.3bn in ‘preventable' IHT

Advisers warned against banking on U-turn

Grows headcount by around a third

IHT on pensions comes into effect in April 2027

Advisers gear up for pensions addition from April 2027

Law firm warns of complexity and risk for families and executors

Speaking on a PA360 IHT-focused panel session

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