The chancellor’s Budget announced unused pensions will be subject to inheritance tax from 2027, raising concerns for retirees and advisers. (Source FT Adviser)
‘Bringing pensions into scope of IHT adds unnecessary complexity’ Read More »
Inheritance tax receipts for April to December 2024 reached £6.3bn, a £0.6bn rise compared to the same period last year. (Source FT Adviser)
IHT receipts hit £6.3bn with significant rises expected Read More »
Venture Capital Trusts (VCTs) are a “net benefit to the economy”, Triple Point retail strategy director Diana French told Money Marketing. (Source Money Marketing)
VCTs are a ‘net benefit to the economy’, says Triple Point Read More »
It is fair to say that the financial services landscape has seen easier years to navigate than the past four. (Source FT Adviser)
What are the biggest challenges currently facing the sector? Read More »
The introduction of pension freedoms provided a generous opportunity to use pension funds to pass wealth down through the generations tax efficiently. (Source: Money Marketing)
How ‘most valuable’ IHT exemption could help clients prepare for pensions raid Read More »
Farmers, many of whom are today protesting in Westminster about Budget inheritance tax (IHT) changes, have been urged to work with their advisers to formulate a plan to mitigate against the “devastating” rules. (Source, Professional Adviser)
Farmers urged to mitigate against IHT changes as protests hit Westminster Read More »
In her first Budget at the end of last month, UK Chancellor Rachel Reeves announced that defined contribution pension pots will be included in estates’ inheritance tax liabilities from April 2027, and she also froze the nil rate bands for an extra two years, until April 2030. (Source International Adviser)
Six ways people will change how they live and use assets in retirement to mitigate IHT Read More »
Utmost said recent changes to the inheritance tax regime, announced in the Autumn Budget, will double the proportion of deaths subject to IHT charge. (Source FT Adviser)
IHT changes will create ‘surge in demand’ for advisers Read More »
The government will bring inherited pensions into inheritance tax from April 2027. (Source FT Adviser)
Budget 2024: Inherited pensions move into scope of IHT from 2027 Read More »
Ever since Labour stormed to victory in the general election, it has been making the case it has inherited a sluggish economy and a set of public finances in tatters. (Source Money Marketing)
As government plans Budget tax raids, remember AIM is more than just an IHT play Read More »
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