Events

Most advisers report that upcoming pension IHT changes are a key client concern, with many anticipating a greater focus on estate planning before the rules take effect in April 2027. (Source: Money Marketing)

According to updated Retirement Living Standards from Pensions UK, just 9% of working-age people are currently on course for a comfortable retirement. (Source: FT Adviser)

On 11 May, HMRC published a technical note providing further detail on upcoming changes to the inheritance tax (IHT) treatment of discretionary pension death benefits. (Source: Money Marketing)

HMRC data released this morning (22 May) showed inheritance tax (IHT) receipts reached £715m in April 2026, down £65m from the same period last year. (Source: Professional Adviser)

HMRC has published the latest 2024–25 EIS and SEIS statistics, alongside the Venture Capital Trust (VCT) figures, with VCT fundraising showing a modest increase over the previous tax year. (Source: IFA Magazine)

Christiana Stewart-Lockhart, Director General of the EIS Association, joins TEI Magazine to share her insights on the new tax year so far. (Source: IFA Magazine)

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

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)

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)