inheritance tax

How lifetime gifts can undermine taper relief and estate planning

Whole of Life

How lifetime gifts can undermine taper relief and estate planning

The hidden IHT trap

clock 25 June 2025 • 5 min read
Rising number of clients concerned about intergenerational planning

Individual Protection

Rising number of clients concerned about intergenerational planning

HSBC Life research

clock 03 June 2025 • 3 min read
IHT receipts sees expected rise at start of tax year

Regulation

IHT receipts sees expected rise at start of tax year

Receipts up £97m year-on-year

clock 22 May 2025 • 3 min read
'The way we talk about protection has moved on': PA360

Adviser / Broking

'The way we talk about protection has moved on': PA360

Growing interest among IFAs and wealth managers

clock 02 May 2025 • 4 min read
The COVER Review: IHT changes, new platforms and acquisitions

Individual Protection

The COVER Review: IHT changes, new platforms and acquisitions

Week commencing 02 December 2024

clock 06 December 2024 • 1 min read
IHT changes boosting farmers' interest in life cover

Term Assurance

IHT changes boosting farmers' interest in life cover

Response to Autumn Budget

clock 04 December 2024 • 2 min read
Insurance is an 'underutilised tool' against inheritance tax

Individual Protection

Insurance is an 'underutilised tool' against inheritance tax

Insurance could be used as the government closes other loopholes

clock 15 August 2023 • 1 min read

Individual Protection

Joint life policies and trusts - would you, could you, should you?

'Right money, right hands, right time!'

clock 03 September 2020 • 7 min read

Individual Protection

Andy Woollon: Protection should be a keystone of retirement plans

‘Centralised retirement protection process’

clock 09 May 2019 • 5 min read

Long Term Care

UK's wealthiest paying half IHT rate of smaller estates - Canada Life

'Deep inconsistencies'

clock 04 April 2019 • 2 min read