IHT

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

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

In the light of the government’s latest Budget

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

Response to Autumn Budget

Crucial for clients to discuss inheritance plans with their adviser

'The process of dealing with IHT papers can be onerous'