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Only 1 in 10 Planners expect to retain assets on wealth transfer

Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.

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32,000 families reclaim overpaid IHT

Families have made close to 32,000 successful reclaims for overpaid inheritance tax in the past six years, according to HMRC.

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Advisers frustrated by provider expression of wish process

Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.

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Planners react: IHT receipts reach £6.1bn

Inheritance tax receipts for April 2021 to March 2022 were £6.1bn, a rise of £0.7bn year-on-year, according to the latest figures from HMRC.

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