Pension IHT changes top client worries, Schroders finds
Most advisers report that upcoming pension IHT changes are a key client concern, with many anticipating a greater focus on estate planning before the
Just 9% of Britons on track for ‘comfortable’ retirement, Pensions UK finds
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
Preparing for pensions and IHT
On 11 May, HMRC published a technical note providing further detail on upcoming changes to the inheritance tax (IHT) treatment of discretionary pension death
April IHT receipts lower than last year but net continues to ‘widen’
HMRC data released this morning (22 May) showed inheritance tax (IHT) receipts reached £715m in April 2026, down £65m from the same period last
HMRC unveils 2024-25 VCT figures, industry experts react
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
EIS, IHT and adviser opportunities in the new tax year
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
FCA’s Pritchard urges tighter private markets oversight to improve investor confidence
Regulators and investment managers must focus on getting the fundamentals right. (Source: Professional Adviser)
Advisers must shift IHT planning mindset from ‘passive to active’
Experts say the planned inheritance tax changes on unused pension savings will require advisers to take a more proactive approach to estate planning. (Source:
