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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Time 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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On the trail of unpaid IHT
16th May, 2023
HMRC has set up a new specialist team to target estates of wealthy deceased individuals…
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Estate planning – take control
15th March, 2023
Inheritance Tax (IHT) is once again in the spotlight following the Chancellor’s decision to freeze…
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Intergenerational planning – a growing need
4th January, 2023
With the next 30 years set to witness the largest ever intergenerational passing of wealth,…
Read full insightIHT – time for a refresh?
7th October, 2022
Latest data from HM Revenue & Customs (HMRC) revealed IHT receipts for April 2021 to…
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