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  • IHT changes sees HNW estates face 67% tax - report

    Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.

  • House of Lords to scrutinise plans to impose IHT on pensions

    The House of Lords Finance Bill Sub-Committee has begun a consideration of government proposals to impose inheritance tax on pensions on death.

  • 3 in 4 HNW individuals include charitable legacy in estate plans

    Three in four (75%) of those with estates of £5m or higher have already included a charitable gift in their estate planning, according to new research.

  • 2 in 3 Planners caught up in family disputes

    Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.

  • Just 1 in 50 estates maximising IHT gifting rules

    Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.

  • 90% of Planners report jump in IHT advice demand

    More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.

  • Royal London launches second death life cover

    Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.

  • Intelliflo adds estate planning integration

    Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.

  • Real life case study: Martin Bamford of Informed Choice

  • Real life case study: Jason Holmes of Lumen Financial Planning

    Jason Holmes
  • Estate planning CPD workshop

  • Wealth firm: splash cash now to soften inheritance tax blow

    Towry website
  • Inheritance tax becomes 'major priority' for under 40s

    DeVere website
  • Financial Planner: IHT to keep rising as receipts hit £3.4bn

    HMRC offices
  • IFP outlines the key upcoming events for early 2015

  • Retirement and estate planning workshops coming up

  • Advisers expect higher demand for IHT planning

  • Chartered planners acquire 1500 clients via estate planning firm

    Lee Hartley, CEO of Fairstone Group,
  • Estate planning body reveals ex-ABI man as new chief

  • Wealthy snubbing IHT advice and estate planning tools

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