Property wealth dominates Southern IHT bills

Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.

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1 in 3 pension savers ‘dipping into’ pots without advice

There has been a sharp rise in the percentage of pension savers accessing their defined contribution (DC) pension pots without advice, according to new analysis.

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Thousands of pension 'dippers' risking tax charges

People dipping into their pensions for the first time are triggering complex tax rules, according to analysis by retirement specialist Just Group.

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Advisers face ‘difficult client conversations’ over cash gifts

The cost-of-living crisis is likely to increase the number of clients seeking to give lump sum cash gifts to adult children, financial advisers say.

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