inheritance tax

Change takes effect from 6 April 2026

£5.8bn for first eight months of 2025/26

Large volumes of clients will need reviews of financial plans

'The key factor with IHT is the eventual value of the estate'

'It's a great pity HMRC couldn't have been a bit braver and taken the sensible approach'

Advisers becoming ‘more proactive’ in IHT discussions

Confirmed in Budget documents today

Compensation payments exempt ‘regardless of the circumstances’

Charles Stanley finds

Speculation around gifting and trust taxation rules expected