IHT

Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
Cost of living pessimism could lead to client later-life planning 'inertia'

Adviser tips

Cost of living pessimism could lead to client later-life planning 'inertia'

Five tips on how firms can look to boost client motivation

clock 23 February 2023 • 3 min read
IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Tax Planning

IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Figures for April 2022 to January 2023 released by HMRC

clock 21 February 2023 • 3 min read
Kingswood introduces AIM portfolio with inheritance tax element

Tax planning

Kingswood introduces AIM portfolio with inheritance tax element

Follows client demand for more inheritance tax services

clock 14 February 2023 • 1 min read
Rising IHT receipts on track for 'record-breaking' year

Tax Planning

Rising IHT receipts on track for 'record-breaking' year

Govt netted £5.3bn between April and December 2022

clock 24 January 2023 • 3 min read
Autumn Statement 22: Ten key takeaways for advisers to consider

Adviser tips

Autumn Statement 22: Ten key takeaways for advisers to consider

A look at the changes that will affect your work and business

clock 23 January 2023 • 4 min read
Achieving estate planning's twin goals through business relief

Tax planning

Achieving estate planning's twin goals through business relief

Exploring proactive estate planning advice strategies

clock 17 January 2023 • 5 min read
Transact launches IHT index for tracking client liability trends

Tax planning

Transact launches IHT index for tracking client liability trends

Number of IHT liable households has more than doubled in the last 15 years

clock 10 January 2023 • 1 min read
HMRC more than doubles interest rate on overdue IHT to 6%

Tax Planning

HMRC more than doubles interest rate on overdue IHT to 6%

The increase will be effective immediately on rates from today

clock 06 January 2023 • 2 min read
Inheritance tax receipts on track for 'record-breaking year'

Tax planning

Inheritance tax receipts on track for 'record-breaking year'

Receipts for April to November 2022 were £4.8bn

clock 21 December 2022 • 1 min read
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FCA fines adviser £1.4m over unsuitable DB pension transfers

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PA Awards 2025: Adviser Firm of the Year shortlists revealed!

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Time is of the essence for pension transfers, advisers say

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