How the chancellor can bring stability to the great wealth transfer
PXN Investments’ Caroline Flagg discusses the growing tension between long-term inheritance planning and rapidly changing tax policy
IHT
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IHT receipts jump by £100m to £3.8bn as political posturing ramps up
CGT receipts see small rise on last year
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Standard Life assets and profits rise as it plans IHT service
10% growth in average assets under administration
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Care costs overshadow IHT as a financial concern for over-55s
Almost a quarter (23%) have never assessed whether estate subject to IHT
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Britain keeps diagnosing a saving crisis it is busy deepening
Alltrust’s James Floyd adviser survival guide for dealing with the pensions crisis
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Money raked in by CGT probes jumps to £266m as IHT clampdown looms
9,800 investigations carried out last year
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New IHT rules will impact how pension firms work with advisers
New rules linking pensions and IHT aim to improve transparency, but risk adding complexity and delays
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Mattioli Woods finds a quarter of over-55s avoiding inheritance conversations
Reluctance ‘remains entrenched’
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Standard Life sees over-75 annuity demand quadruple as IHT change looms
Up from from 1.3% to 5.5% in two years
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Transact launches IHT planning tool ahead of rule change
‘Rapidly increasing’ adviser demand for help with intergenerational wealth transfers