inheritance tax

Planning points: Paying pension funds to charity on death

Pensions

Planning points: Paying pension funds to charity on death

IHT on pensions may create opportunities for charitable giving

clock 16 October 2026 • 3 min read
Why a higher CGT rate may not mean most business owners pay it

Tax planning

Why a higher CGT rate may not mean most business owners pay it

While it is entirely possible that CGT rates could rise sharply in the Budget, Chris XX remains sceptical that the majority of genuine business owners will ultimately pay tax at the full headline rate...

clock 14 October 2026 • 4 min read
Quilter boosts bereavement team by 50% ahead of pension IHT changes

Tax planning

Quilter boosts bereavement team by 50% ahead of pension IHT changes

An opportunity to ‘prove the value of financial advice’

clock 13 October 2026 • 2 min read
The Conservative IHT family home pledge and the behaviour it may reward

Tax planning

The Conservative IHT family home pledge and the behaviour it may reward

'Taxation raises revenue. It also changes behaviour, sometimes as intended, sometimes not'

clock 12 October 2026 • 5 min read
The estate planning conversation too many families never have

Estate planning

The estate planning conversation too many families never have

The Terminally Ill Adults (End of Life) Bill ended in defeat

clock 12 October 2026 • 4 min read
Retirement tax planning and the issue of underspending

Retirement

Retirement tax planning and the issue of underspending

Retirement planning Q&A

clock 12 October 2026 • 6 min read
Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Your profession

Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Alleged LPA financial misconduct complaints rose to almost 12,000

clock 12 October 2026 • 3 min read
Conservative party pledges to axe IHT on family homes

Tax planning

Conservative party pledges to axe IHT on family homes

Couples would also be able to pass on £1m tax free

clock 07 October 2026 • 2 min read
Six months until pensions IHT changes: Advisers await Budget clarity

Tax planning

Six months until pensions IHT changes: Advisers await Budget clarity

Advisers urged to refine plans and not rush

clock 07 October 2026 • 5 min read
More than half of UK wants inheritance tax scrapped

Tax Planning

More than half of UK wants inheritance tax scrapped

YouGov poll

clock 05 October 2026 • 1 min read