What will the estate planning landscape look like beyond 2027?

Between now and 2029, clients face a rising tax burden. Frozen allowances, rising asset values, and policy change are pushing more estates into scope. OBR forecasts suggest IHT receipts alone could reach £14.3bn by 2029–2030, with up to 1 in 10 estates affected. From April 2027, pensions are also expected to be included in taxable estates, potentially reshaping planning overnight. The solutions to these challenges are different, but advisers need to prepare. Professional Adviser brings you a range of insights from our experts in the latest content on the Retirement & IHT hub. Click "Visit"...