Tax & Technical
Latest news | 23 Jun 26
Annuity demand quadruples among over-75s as IHT changes loom
The proportion of quotes over £1m has more than doubled Standard Life figures show
Transact launches Flexible Reversionary Trust ahead of IHT changes
The platform has already seen advisers accelerate their use of bonds and trust‑based strategies for intergenerational planning
Latest news | 18 May 26
Pop star Shakira acquitted in Spanish tax fraud case
The ruling relates to a dispute over the 2011 tax year
Utmost: HNWIs rethinking international plans as tax becomes secondary to stability
People leaving the UK are more likely to focus on destinations within Europe
Financial planning | 23 Mar 26
Advisers see surge in demand for tax wrappers as IHT receipts soar
The latest HMRC figures show IHT receipts reached £7.7bn between April 2025 and February 2026