Brown Shipley: British HNWs investing more in markets and less in property
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
inheritance tax
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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
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Government’s ‘AIM-pocalypse’ would go far beyond inheritances – Wealth Club
Removing IHT relief from AIM likely to result in significant volatility
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IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
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Reeves leaves door open to IHT hike with business relief under threat
Labour has been ‘fairly quiet’ on inheritance tax
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio