Tax planning

'The government has demonstrated some recognition that paying the IHT on qualifying assets may be difficult'

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

'Change could result in significantly higher tax liabilities '

Financial planner Luke Lodge's personal perspective

IFAs have re-evaluated role of pensions in their clients’ plans

Although complete abolition is ‘unlikely to happen any time soon’

'There are solid indicators that we should see less disruption to tax planning'

Withdrawals need to be spent, sheltered or gifted

Many HNW clients relocating to Greece

Likely due to lots of people triggering gains ahead of Autumn Budget