Tax planning

Experts note ‘fairly modest’ growth

'It's essential for clients to remain patient, empathetic, and understanding'

Planning considerations for new trusts

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'

Potential to widen access ‘if implemented well’

Under pressure to file necessary paperwork with tight deadlines

An estimated one million did not file on time

Reminded to include cryptoassets in IHT returns

Response to CGT and IHT changes

'The introduction of IHT on pensions represents a fundamental shift in wealth transfer planning'