Related topic: inheritance tax

The committee found that the statutory six-month deadline for paying IHT is often incompatible with existing pension administration timescales, making it unrealistic for many PRs to...

Three in 10 adults believe they will be affected by the planned IHT changes coming into effect from April 2027.

The report says the family home should not be ruled out of consideration - especially where liquidity is limited.

Four in ten say clients will need a review of financial plans and 57% say they need to refresh or improve their knowledge on alternative strategies.

Advisers expect two thirds (66%) of their clients to be affected and will require IHT advice.

Changes to capital gains tax, dividend allowances, inheritance thresholds, and pension reliefs are all on the table as the Chancellor aims to plug an estimated £22bn to...

LCP says more needs to be done to ensure that pension schemes become aware of the death of a member as soon as possible.

25% of over 55s are actively not taking any action to account for the pension changes.

Dave Harris, CEO at more2life, explores why Inheritance Tax is becoming a more prominent element in later life lending decisions.

PIMFA says the changes could lead to bereaved individuals and families facing unfair costs and delays.