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:
HMRC sets out clarifications on pensions and IHT changes
HM Revenue & Customs has issued further guidance clarifying how inheritance tax will apply to pension assets for individuals who die on or after
The £22.40 question: Are clients in the dark on the full state pension?
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.
The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent updates to Business Relief (BR) rules have placed inheritance tax planning back at the forefront for advisers and their clients. (Source: IFA Magazine)
