HNWIs face gaps in retirement and succession planning
3rd July, 2025
Many high-net-worth individuals (HNWIs) have yet to establish retirement or succession plans, even though they…
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IHT receipts continue their ascent
14th May, 2025
HM Revenue and Customs (HMRC) data shows IHT receipts topped £6.3bn in the eight months…
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Start the new tax year strong
24th April, 2025
The new tax year is a great opportunity to take charge of your finances and…
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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…
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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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