IHT

Ahead of inheritance tax changes

Calls for major changes

Comes as 12-week consultation launches

In response to MP’s ‘devastating consequences’ warning

'Clients are increasingly expecting holistic advice'

'The protection industry cannot afford to rely on legacy systems and manual processes'

75% of advisers expect to adjust IHT strategies for nearly a third of their clients

Among hardest hit by ‘poorly consulted’ reforms

IHT on pensions comes into effect from 6 April 2027

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting