inheritance tax

Behavioural responses to the measures ‘particularly uncertain’

Steps clients should consider to assist them on their 'estate planning journey'

Experts note ‘fairly modest’ growth

'It's essential for clients to remain patient, empathetic, and understanding'

Under pressure to file necessary paperwork with tight deadlines

Response to CGT and IHT changes

'The introduction of IHT on pensions represents a fundamental shift in wealth transfer planning'

To launch onshore bond link

Warns IHT on pensions will place ‘huge burden’ on personal reps

April – December 2025 saw Treasury net £6.6bn from estates