Tax planning

Tony Müdd: The case for over-insurance for IHT

Tax planning

Tony Müdd: The case for over-insurance for IHT

Impact of IHT on unused pension funds

clock 11 February 2025 • 4 min read
Steve Webb: HMRC tax code stance moving in right direction but still work to do

Pensions

Steve Webb: HMRC tax code stance moving in right direction but still work to do

'HMRC has belatedly accepted that the status quo is unacceptable'

clock 05 February 2025 • 4 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensions

Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensioners over-taxed by £1.3bn since 2015

clock 22 January 2025 • 4 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

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

clock 22 January 2025 • 6 min read
'Christmas has come early for the government' – IHT receipts rise

Tax planning

'Christmas has come early for the government' – IHT receipts rise

Budget tax changes and rising take highlight advice value, experts say

clock 20 December 2024 • 2 min read
No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

Tax planning

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

In the light of the government’s latest Budget

clock 19 December 2024 • 5 min read
Changes to agricultural and business relief explained

Tax planning

Changes to agricultural and business relief explained

Government will publish a technical consultation in early 2025

clock 11 December 2024 • 4 min read
Pension death tax – fair game?

Tax planning

Pension death tax – fair game?

Government took steps to reset the purpose of a pension

clock 11 December 2024 • 4 min read
Navigating the new pension and IHT terrain: Implications from the 2024 Budget

Tax planning

Navigating the new pension and IHT terrain: Implications from the 2024 Budget

New regulations create a more nuanced environment

clock 09 December 2024 • 5 min read
Most read
01

The last straw: VAT on school fees piles pressure on stretched family finances

14 February 2025 • 4 min read
02

Nucleus updates platform to support advisers with pension calculations

14 February 2025 • 2 min read
03

Hampshire IFA charged by FCA over £2.3m fraud

13 February 2025 • 1 min read
04

Financial risks of romance scams: What advisers need to know

13 February 2025 • 4 min read
05

Wealth management firm Nova Wealth gains B Corp status

13 February 2025 • 2 min read