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inheritance tax

IHT on pensions gets technical changes ahead of 2027 start

Tax planning

IHT on pensions gets technical changes ahead of 2027 start

Rules on liabilities linked to trusts also tightened

clock 28 October 2026 • 6 min read
Are you platform-ready for April's pension IHT changes?

Tax planning

Are you platform-ready for April's pension IHT changes?

Keep preparations moving as guidance develops

clock 27 October 2026 • 5 min read
Before the Budget: Is your client's 'surplus' already spoken for?

Tax planning

Before the Budget: Is your client's 'surplus' already spoken for?

'Comfort with the conversation should not be mistaken for certainty about the commitment'

clock 26 October 2026 • 4 min read
Budget Media Watch: Farming IHT U-turn looks less likely

Tax planning

Budget Media Watch: Farming IHT U-turn looks less likely

Farming minister says matter ‘now settled’

clock 23 October 2026 • 2 min read
IHT receipts hit £4.7bn as Autumn Budget approaches

Tax planning

IHT receipts hit £4.7bn as Autumn Budget approaches

Up £300m on the same period last year

clock 21 October 2026 • 2 min read
Alltrust develops adviser 'toolkit' to plan for IHT on pensions

Tax planning

Alltrust develops adviser 'toolkit' to plan for IHT on pensions

Available through its Family Pension Trust

clock 20 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Your profession

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

clock 20 October 2026 • 2 min read
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

Many business owners are understandably concerned

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
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