SJP warns of IHT scam risk as pension pots are brought into estates
Pension holders could become more tempted by fraudsters
tax
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Tax hikes ‘increasingly inevitable’ following Spending Review
Fiscal rules under threat
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Schroders finds IHT pension pot grab front of mind for advisers
Advisers more bearish on markets
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IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
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Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
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Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
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Evelyn Partners launches Cash and Cautious Bond strategy for advisers
Portfolios can be tailored to individual clients’ timescales and drawdown needs
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Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
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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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Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
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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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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies