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)
Record year for IHT as receipts reach £8.5bn
Inheritance tax (IHT) receipts totalled £8.5bn between April 2025 and March 2026, according to HM Revenue & Customs. (Source: Professional Adviser)
Finance Act turns pension planning on its head
The newly enacted Finance Act sets out additional rules for inheritance tax on unused pension benefits from April 2027. (Source: Professional Adviser)
