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…
Read full insight
Wealth transfer gains momentum
18th June, 2024
Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably…
Read full insight
Record levels of IHT receipts
11th June, 2024
Figures released by HM Revenue & Customs (HMRC) show that IHT receipts have hit record…
Read full insight
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…
Read full insight
The complexities of succession planning
11th October, 2023
Succession, the hugely popular TV show, highlights the complexities of wealth transfer. There’s a lot…
Read full insight
IHT goes mainstream
22nd August, 2023
Inheritance Tax (IHT) receipts have been consistently rising, with new data from HM Revenue &…
Read full insight
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,…
Read full insight
On the trail of unpaid IHT
16th May, 2023
HMRC has set up a new specialist team to target estates of wealthy deceased individuals…
Read full insight
Estate planning – take control
15th March, 2023
Inheritance Tax (IHT) is once again in the spotlight following the Chancellor’s decision to freeze…
Read full insight
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 insight