IHT on pensions: ‘It hasn’t been communicated well’
Jenna Brown investigates whether advisers feel prepared for the introduction of IHT on unused pension funds. (Source: Professional Adviser)
Mitigating CGT becoming more important for clients
Research from the Saltus Partnership Programme found that 25% of financial planning firms say clients are increasingly focused on reducing or managing capital gains
VCT managers warned not to increase share buyback discounts as fundraising declines
Following cuts to VCT tax relief, managers are being advised to avoid increasing buyback discounts or raising dividend expectations to attract investors. (Source: Investment
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
