Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
IHT
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Cuts to IHT relief on AIM shares set to make gifting more attractive
Will raise an additional £110m a year for HMRC
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
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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
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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IHT receipts surge again as Budget discontent simmers
Record annual IHT take last tax year of £7.5bn likely to be beaten
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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
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families