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.

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.

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.

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.