Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
IHT
-
-
Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
-
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
-
IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
-
Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
-
IHT receipts surge again as Budget discontent simmers
Record annual IHT take last tax year of £7.5bn likely to be beaten
-
AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
-
Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
-
Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
-
Autumn Budget 2024: Ten key takeaways
Autumn Budget brings changes to capital gains tax, employer’s National Insurance and debt policy restructure
-
Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
-
Autumn Budget 2024: AIM company fears ‘overblown’ as 20% inheritance tax applied to junior market
London’s alternative investment market now only sees a 50% relief from IHT applied to its constituents