Family tensions over money talks – time to break the taboo
16th April, 2025
Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with…
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End of tax year IHT recap – gen up on gifting allowances
2nd April, 2025
Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April…
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Uptick in IHT receipts – what lies ahead?
5th November, 2024
Data1 has shown that Inheritance Tax (IHT) receipts have continued their ascent, with £2.8bn received…
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Using your pension to pass on wealth
22nd October, 2024
If you thought your pension was just your retirement savings then think again. As well…
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Wealth transfer gains momentum
18th June, 2024
Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably…
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Record levels of IHT receipts
11th June, 2024
Figures released by HM Revenue & Customs (HMRC) show that IHT receipts have hit record…
Read full insightTime for a midlife MOT?
21st February, 2024
Just to be clear, we’re not talking about your physical health here (that’s the doctor’s…
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The complexities of succession planning
11th October, 2023
Succession, the hugely popular TV show, highlights the complexities of wealth transfer. There’s a lot…
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IHT goes mainstream
22nd August, 2023
Inheritance Tax (IHT) receipts have been consistently rising, with new data from HM Revenue &…
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Transferring wealth in the way you want
14th June, 2023
With the coming years set to see record flows of assets pass down the generations,…
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