- 21 May 2026
Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what advisers should do next.
- 11 May 2026
Since the Autumn 2024 Budget introduced proposals to bring unspent pensions into scope for inheritance tax from April 2027, advisers have been thinking about how retirement and estate planning conversations...
- 05 May 2026
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as taxable estate assets for the first time, introducing notional valuations, scheme‑level liabilities,...
- 08 Apr 2026
Quilter’s Rachael Griffin reflects on a decade of the Lifestyle Trust and highlights the crucial role of trust planning in today’s shifting financial landscape.
- 30 Mar 2026
As advisers prepare for the changes ahead, many are taking a closer look at how clients can use exemptions and structured gifting to keep wealth moving through the generations without triggering unnecessary...
- 17 Mar 2026
How can advisers prepare clients for 2027’s inheritance tax changes?
- 10 Mar 2026
A Liverpool family’s business sale shows how quickly Business Relief can be lost – and how timely planning can protect a legacy.
- 05 Mar 2026
With unspent pensions due to fall into IHT from April 2027, advisers face an urgent need to shift client strategies—or families could pay a far higher price for delay.
- 18 Feb 2026
Implications for planning for this tax year and the next.
- 03 Dec 2025
The 26th November Budget delivered several key announcements that will affect financial advisers.
- 28 Nov 2025
How will the Autumn Budget affect the financial advice landscape?
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