Provider urges Govt to exempt pensions and ISAs from IHT

SIPP and platform provider AJ Bell has called on the Government to exempt pensions and ISAs from Inheritance Tax as part of a drive to “simplify” UK savings.

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Lack of Inheritance Tax planning costs families a fortune

New research has shown many over-55s who use an IFA for financial advice have not considered Inheritance Tax planning.

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ONS figures show ‘a deadly cocktail’ says Old Mutual Wealth

Intergenerational wealth inequality has been branded “staggering”, after new figures from the Office for National Statistics were released.

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Chancellor puts IHT reform on his agenda

Industry experts have welcomed Chancellor Philip Hammond asking the Office of Tax Simplification to review Inheritance Tax, a move that could pave the way for reform.

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