Tax & Technical
Retirement | 18 Nov 24
Six ways people will change how they live and use assets in retirement to mitigate IHT
Under current rules, the pension IHT change could mean that some pots are ‘double-taxed’
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
Tax & Regulation | 13 Nov 24
Over two thirds of family business owners do not have a succession plan
And only 32% of family business owners in the UK have an up-to-date will
Tax & Regulation | 13 Nov 24
Demand for advisers will ‘surge’ as 1 in 10 deaths incur IHT charge by 2030
The proportion of deaths subject to IHT projected to double