Tax & Technical
HSBC Life UK ‘urges advisers’ to be aware of full range of support available for CI policies
It paid out £93m in life insurance and critical illness claims during 2024
Standard Life posts 56% growth in offshore bond sales
58% of advisers are re-evaluating role of offshore bonds amid IHT concerns
Tax & Regulation | 25 Feb 25
Triggering a chargeable lifetime transfer to reduce IHT?
It is essential to take full advantage of the various reliefs and exemptions still available
Retirement | 24 Feb 25
Pension transfer times fall as volumes rise
In 2024, around half of all transfers completed in just under seven working days
Tax & Regulation | 21 Feb 25
CGT and IHT receipts hit new highs in UK
IHT receipts rose £0.7bn compared to the same period last year