6 in 10 planners expect growth in tax and estate advice

Nearly six in 10 Financial Planners (58%) expect demand to increase for tax and estate planning advice over the next five years, according to a new report.


Inheritance tax reclaims reach 6 year peak

The number of inheritance tax reclaims reached a six-year peak in 2020 as more families reclaimed overpaid tax following a fall in the value of property or shares.


Chancellor-commissioned report recommends CGT reform

A report from The Office for Tax Simplification, commissioned by Chancellor Rishi Sunak, has recommended a major overhaul of capital gains tax.


Labour govt could mean ‘dramatic’ tax changes - planning firm

Blick Rothenberg, which alongside its accounting and tax services has a pensions planning and advisory arm, has warned a Labour government would lead to “dramatic changes” in taxation.

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