Experts welcome Supreme Court pensions IHT judgment

Industry experts have welcomed a Supreme Court judgment today on the long-running Stavely case which found that there was no IHT liability when a pension transfer was made for reasons of ill health.


IHT tax reclaims double in 2 years

The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.


Planner Casebook: Fixing problems with a windfall inheritance

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.


Editor’s Comment: Why millennials have a problem with Planners

If you are a Financial Planner, millennials - those aged roughly 18-38 - are potentially the next big client target group…but there’s a problem.

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