IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
tax
-
-
Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
-
Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
-
Evelyn Partners launches Cash and Cautious Bond strategy for advisers
Portfolios can be tailored to individual clients’ timescales and drawdown needs
-
Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
-
IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
-
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
-
Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
-
VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
-
Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
-
Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
-
Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options