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Tax planning

Clients need 'tailored approach' ahead of IHT on pensions

Pensions

Clients need 'tailored approach' ahead of IHT on pensions

IHT ‘coming up more and more’ in conversations with clients

clock 03 October 2025 • 2 min read
Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Tax planning

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Catch up on Tuesday's webinar on pensions being brought into IHT's scope

clock 26 September 2025 • 1 min read
IHT advice demand to surge as advisers rethink decumulation strategies

Tax planning

IHT advice demand to surge as advisers rethink decumulation strategies

PA talks to BNY IM head of retirement Richard Parkin

clock 24 September 2025 • 5 min read
Andrew Tully: IHT on pensions roll-out continues to 'defy logic'

Pensions

Andrew Tully: IHT on pensions roll-out continues to 'defy logic'

'Government is stubbornly plodding on with including pensions in IHT'

clock 22 September 2025 • 4 min read
Budget 2025 predictions: Balancing economic reality and political ideology

Tax planning

Budget 2025 predictions: Balancing economic reality and political ideology

26 November speech will likely affect estate planning, investments and property

clock 18 September 2025 • 4 min read
From A-Day to mayday: 20 years on and the government is still missing the point on pensions

Tax planning

From A-Day to mayday: 20 years on and the government is still missing the point on pensions

'Barring a political earthquake, IHT on pensions is here to stay'

clock 18 September 2025 • 3 min read
House of Lords to scrutinise govt's IHT on pensions overhaul

Tax planning

House of Lords to scrutinise govt's IHT on pensions overhaul

Inviting responses on how the reforms will work in practice

clock 18 September 2025 • 4 min read
Life cover planning: The changing landscape of protection for IHT

Protection

Life cover planning: The changing landscape of protection for IHT

'The world of protection advice is changing'

clock 16 September 2025 • 4 min read
Rachel Vahey: Five (other) possible Budget announcements

Tax planning

Rachel Vahey: Five (other) possible Budget announcements

Budget speech set for 26 November

clock 10 September 2025 • 3 min read
Integrating lifetime mortgage advice into IHT planning

Tax planning

Integrating lifetime mortgage advice into IHT planning

'Now is the time to get ahead of the curve'

clock 08 September 2025 • 4 min read
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