Related topic: inheritance tax

Cost is the most common reason for not seeking advice, cited by 28% of respondents.

Around a third of a million pensions are being withdrawn at rates of 8% or higher.

The framework is designed to help advisers identify clients who may be affected by the reforms and take a more structured approach to family wealth and estate planning. 

Annuity income has risen by over £100 in a few months.

39% of advisers say they begin engagement when the client is past 50.

The support programme brings together specialist partners to equip financial advisers ahead of April 2027.

Becky Dixon, growth manager at Ampla Finance, says it is easy to think about inheritance tax purely in terms of liability. How much is owed, and why. But for most people, the more...

From April 2027, unspent DC pension pots and certain other pensions will be within scope of Inheritance Tax.

The new tool allows advisers to model clients’ IHT liabilities ahead of major legislative changes.

Just one in seven Gen X understand how IHT works, despite being the generation most likely to currently be dealing with inheritance issues.