Tax planning

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

In the light of the government’s latest Budget

Government will publish a technical consultation in early 2025

Government took steps to reset the purpose of a pension

New regulations create a more nuanced environment

The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.

As Budget changes impacting pension savers and farmers to take effect

Cost of Agricultural Property Relief surged by £335m

Crucial for clients to discuss inheritance plans with their adviser

Applications to set aside final orders are complex