IHT

IHT pensions changes expected to drive 'strong interest' in annuities

Pensions

IHT pensions changes expected to drive 'strong interest' in annuities

Though ‘ambiguity’ persists on annuities treatment, retirement planning expert says

clock 04 November 2024 • 3 min read
News editor's view: Autumn Budget – a trick or treat for financial advisers?

Your profession

News editor's view: Autumn Budget – a trick or treat for financial advisers?

The news editor's Friday Night Takeaway from 1 November

clock 01 November 2024 • 3 min read
Pensions IHT exemption removal 'will come as a blow'

Your profession

Pensions IHT exemption removal 'will come as a blow'

'Removal of IHT exemption will result in a double tax hit for beneficiaries'

clock 31 October 2024 • 2 min read
Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

Your profession

Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

LCP says changes announced in Autumn Budget will ‘greatly’ add to the burden families face

clock 31 October 2024 • 3 min read
Labour's tax clampdown sparks fraud investigations 'spike' warning

Tax planning

Labour's tax clampdown sparks fraud investigations 'spike' warning

High-income individuals could look to ‘illegal tactics’, crime specialist says

clock 31 October 2024 • 2 min read
Autumn Budget 24: Inherited pensions to face IHT from 2027

Your profession

Autumn Budget 24: Inherited pensions to face IHT from 2027

Impacting wealth transfer efficiency and legacy planning

clock 30 October 2024 • 1 min read
Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Your profession

Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Budget comes as prime minister says country 'embrace the harsh light of fiscal reality'

clock 29 October 2024 • 22 min read
Advisers' biggest Budget worries and wants revealed

Tax planning

Advisers' biggest Budget worries and wants revealed

The ‘stakes have never been higher’, Abrdn policy head cautions

clock 28 October 2024 • 3 min read
IHT receipts surge to £4.3bn in first half of 2024, £400m higher than last year

Your profession

IHT receipts surge to £4.3bn in first half of 2024, £400m higher than last year

Ahead of next weeks’ Autumn Budget

clock 22 October 2024 • 3 min read
IHT planning in action: Small amounts add up to make a big difference

Tax planning

IHT planning in action: Small amounts add up to make a big difference

Mony a mickle maks a muckle

clock 21 October 2024 • 4 min read
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Barclays fined £40m over 2008 capital raising conduct

25 November 2024 • 2 min read
02

Advisers call for new products to tackle retirement planning challenges

25 November 2024 • 3 min read
03

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
04

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
05

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read