Estate planning

Will raise £14.3bn after pensions come under the IHT umbrella

‘I heard it from my mate down the pub…’

'Change could result in significantly higher tax liabilities '

Ideas put forward by industry experts in post-Budget technical consultation

December receipts totalled £620m up 13%

134% rise in year-long cases

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

Aims to provide clarity on tax rules and the legalities of estate planning

'LPAs can be a real asset if used properly'

What advisers can learn from the Roy family...