Author name: Sinead Mullan

Regulators and investment managers must focus on getting the fundamentals right. (Source: Professional Adviser)

HM Revenue & Customs has issued further guidance clarifying how inheritance tax will apply to pension assets for individuals who die on or after 6 April 2027. (Source: FT Adviser)

Experts say the planned inheritance tax changes on unused pension savings will require advisers to take a more proactive approach to estate planning. (Source: Professional Adviser)

Next year, the full state pension will exceed the personal allowance for the first time, yet the government’s promised fix remains unclear,leaving clients uncertain. (Source: Professional Adviser)

Recent updates to Business Relief (BR) rules have placed inheritance tax planning back at the forefront for advisers and their clients. (Source: IFA Magazine)

Inheritance tax (IHT) receipts totalled £8.5bn between April 2025 and March 2026, according to HM Revenue & Customs. (Source: Professional Adviser)

The newly enacted Finance Act sets out additional rules for inheritance tax on unused pension benefits from April 2027. (Source: Professional Adviser)

In late 2021, as post-pandemic inflation stayed high, bond markets signaled the end of over a decade of ultra-loose monetary policy. (Source: FT Adviser)

With tax pressures biting, venture capital trusts (VCTs) are becoming a core part of financial planning. (Source: Professional Adviser)